Advisers Assemble -  Lead Generation For Financial Services
Advisers Assemble - Lead Generation For Financial Services
Alex Curtis
Extracting The Gold - Customer Retention - 3 of 4 - Dush Patel
30 minutes Posted Sep 3, 2019 at 2:39 pm.
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What's the importance of developing a dialogue?

Importance of understanding the customer's purchase process - this has changed over the past 10 years.
Earning the right to develop a regular dialogue with your customer?
When and how to start the conversation with your customers
Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps