Advisers Assemble -  Lead Generation For Financial Services
Advisers Assemble - Lead Generation For Financial Services
Alex Curtis
Helping your clients prepare for a bright future - Customer Retention 4 of 4 - Dush Patel
25 minutes Posted Sep 10, 2019 at 11:30 am.
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Show notes

The last in a four-part customer retention series Dush talks us through how we can help your clients prepare for a brighter future by:

  • Understanding your customer and their needs
  • Looking at the life evolution process.
  • Sales opportunity at each stage
  • How can we get this important information?
  • Developing a customer journey and contact process