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Proven marketing and client service strategies

Laura Hoi, ChFC, AEPP

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Successful companies spend millions on ensuring excellent customer service. This is because they know it costs them a lot more to attract new customers than to retain existing customers. Hoi discusses how this concept applies to financial advisors. She will share how to keep clients happy and convert some to COIs and advocates through effective marketing strategies. She also shares ideas she has used to attract her ideal client profile.

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