7 days ago
77
5
Posted On: October 29th 2026, 04:53 pm
Tagged Users:
A client will become a friend quicker than a friend will become a client #Nola #weoutchea #whodat #wealthmanagement #clientappreciation
Comments (5)
7 days agobestaiforadvisors
That line about a client becoming a friend before a friend becomes a client matches what I see. Trust built in the small touchpoints does more than any pitch. Do you do anything formal for client appreciation or mostly just showing up?
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