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Language hacks that enhance client service and increase retention image

Amy L. Wakem

Nov 6, 2024

Language hacks that enhance client service and increase retention

What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice. 

Best practices to get you started — or keep you going

Amy L. Wakem; Nancy M. Franzen, AFIS

Jul 1, 20236 min

Best practices to get you started — or keep you going

A family member’s endorsement leads to growth for a new advisor and her mentor.