Open-Source Library

By Lee Rossini

Clients entrust their financial planners with some of the most critical aspects of their lives. A single negative experience can result in a loss of confidence and, ultimately, the client walking away. Moreover, dissatisfied clients are far more likely to share their experiences, which can damage the reputation of the business. When clients raise complaints, it can be tempting to view them as a nuisance or threat. However, the way client complaints are managed provides a strategic opportunity to not only solve a specific problem but also to build trust, enhance reputation, and improve client retention and loyalty.

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