Lots of things to consider here, be it logistics or a bigger issue of whether clients see enough value in your proposition to re-sign every 12 months.
Here’s some advice that helped one adviser who was struggling with this…
Lots of things to consider here, be it logistics or a bigger issue of whether clients see enough value in your proposition to re-sign every 12 months.
Here’s some advice that helped one adviser who was struggling with this…