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Clients giving you static? Chances are, you're not hearing everything they have to say—and that's bad for business. Use these tips to turn off your filters and tune in to clients.
The way you handle a client complaint sets the tone for your future relationship. Implement these tactics to win over the next client on the warpath.
Complaints provide an opportunity to demonstrate your commitment to customer service.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025