It is a very competitive market out there right now, with financial advisers offering a range of investment options and insurance products. A number of studies have shown how important it is to provide timely information and communications, especially to top clients, with all the market uncertainty and turmoil. An easy way for a financial adviser to differentiate his or her practice — and set clients’ expectations — is to create and communicate service levels.

February 8th, 2010
Money maker
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