Creating Clients for Life: Secrets of Stellar Client Service
Jul 7, 2021
By Debra Taylor, CPA/PFS, JD,CDFA with Sean Bailey, Horsesmouth Editor-in-Chief
Building a Better
Advisory Firm Series: Debra Taylor, veteran advisor and growth expert, shares her outlook on how client service is evolving post-pandemic as advisors blend traditional and online approaches to taking care of 21st century clients.