As our client base grew, our high - quality work led to referrals
from past clients becoming the primary source.
Not exact matches
Another key aspect to
becoming a relationship coach is to help
clients learn to identify when that fear is
from the
past or present.
One thing that has
become quite popular over the
past decade or so is that advisors have been moving
client assets
from DSC to FE 0 % once the DSC schedule (such as shown above) runs out and there are no transaction costs to the
client to do so.
My business came
from flyers / brochures, sign calls, only an occasional ad call, and mostly
from referrals
from past clients and the fact that my name was «everywhere» visible in my trading area, regularly, so I
became «the one to call.»