The Key to Client Retention
by Brett Davidson on 04·05·2023
This is a guest blog from Brett Davidson of FP Advance https://fpadvance.com/ as part of a series of blog posts in which we examine and unpack some of the common areas of practice management, which financial advisers, who are often also business owners, need to act upon on as they strive to build and run a world class financial advice practice and deliver a superior client experience. Brett Davidson is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps great financial planners become great business people, so they can stay in love with their business and fulfil their potential.