Upping Your Communication: 4 Right-Now Strategies to Connect More Deeply With Clients
May 21, 2020
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By Debra Taylor, CPA/PFS, JD, CDFA
The coronavirus has us all at arm’s length from each other, but layering these friendly outreach techniques will help clients feel connected, cared about and calmer. Multiple, varied and frequent outreach is the name of the game!