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Ross G. Hultgren, CFP, DFP
Ross G. Hultgren, CFP, DFP
in Global ConferenceDec 11, 2019

Cultivating your client relationships

Hultgren believes cultivating relationships with your existing clients can lead to more success than constantly looking for new ones. He discusses how to talk to clients when they want to cancel their policies, how to ask the right questions to build trust in your appointments and how to illustrate value to clients for the fees they have paid.
Communication techniques
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Author(s):

Ross G. Hultgren, CFP, DFP