Case Study: Client Service Strategy Raises $50 Million in 3 Years
By Edward E. Klink
Here's how an advisor doubled his business by treating clients right—and having some fun along the way! His annual client-appreciation agenda includes evenings at the theater, country club dances, and elegant dinners.
IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
© 2025
Horsesmouth, LLC. All Rights Reserved.