This is the title of our third quarter Unlocking Real Value newsletter. Given today’s economic, financial and political uncertainty, there isn’t a better time to focus on your client relationships and reinforce in their minds why they hired you in the first place. Let them hear from you, lest they focus on the negative press about JP Morgan, which has indirectly tarnished all of us who work in the industry.
Our newsletter focuses on two of our White Papers that can help you in this endeavor:
Click here to download the newsletter, or click on either of the links above to download a White Paper.
Take advantage of the usual summer lull to fine-tune your menu of offerings and your client servicing strategy. Make sure that you’re giving your clients what they want – or someone else will.
