Source: INSURANCE & FINANCIAL ADVISOR

PriceMetrix: Firm suggests 7 strategies to boost financial advisor client retention

A new study from PriceMetrix, a practice management software and data services company, has identified seven strategies for successful client retention among financial advisors.Firm suggests 7 strategies to boost financial advisor client retention via IFAwebnews.com .

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Doug Trott's photo - President of PriceMetrix

President

Doug Trott

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69/100

PriceMetrix is a provider of practice management and pricing intelligence solutions for wealth managers and financial ad... Read more