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
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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.

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