08-22-2023 Dollars & Sense, Secrets to Client Retention

Join us for another special edition of Dollars & Sense, broadcasted right from the floor of the LPL Focus Conference in San Diego, California! 

Marc and Christian recap their break-out session entitled, Financial Planning: The Secret to a 99%, 20-Year Client Retention where they revealed the strategies behind their remarkable 99% client retention rate over the past 20 years. They dive deep into the financial planning process that has kept clients loyal and engaged, from the first phone call to the initial consultation. Discover how Freedman Financial builds lasting relationships and delivers financial planning that truly resonates. 

Tune in to learn the steps you can take to foster strong client connections and maintain trust over the long haul. 

A full complement of Dollars & Sense broadcasts found here. 

 

DISCLOSURES:  
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. 

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. 

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. 

Tracking #: 618117 

 

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