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Explaining Your Move-Made Simple

06.18.15

Explaining a move to your clients can seem daunting. But managing the conversation well can reignite your connections with your best clients and even increase referrals.

This step-by-step guide is structured to help you create a clear action plan using the best practices of top advisors.

Learn how to:

  • Segment Your Clients
  • Prepare Your Message and Initiate Communications
  • Drive Client Response & Deepen the Relationship