Clients come to you to initially get advice on what to do with their money. They stay because of a good relationship – but building one takes time and effort.

When you understand what motivates each of your clients, it not only helps strengthen your relationship, it allows you to show your true value through customized advice. That’s why it’s critical for advisors to continually look for ways to establish and deepen client relationships.

Download this tip sheet now to get practical advice for strengthening your relationships with clients by:

• Knowing which stage of life your clients are in
• Asking the right questions to establish trust
• Exceeding client expectations
• And more…

Don’t let clients slip away because you haven’t made the time to develop a great relationship. Take steps now to ensure you’re the person clients turn to when they need guidance.

 

LPL Financial and ThinkAdvisor are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered. 

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