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How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?
Financial advisors don’t lose clients over performance. They lose them during death, divorce, and incapacity. Learn how client relationships actually break and what to do to retain spouses, heirs, and... ...more
Customer Keepin'
March 30, 2026•6 min read
Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations
Two cancellations. One week. Both blamed on dogs. Financial advisors, your clients are keeping score every time you drop the ball. Here's what Disney taught me about showing up when it matters most. ...more
Customer Keepin'
March 30, 2026•9 min read
Get Customers 17 Ways with Vance Morris
In this episode, Vance Morris shares how service businesses can create memorable customer experiences, build tellable moments, recover from mistakes, and turn everyday interactions into loyalty, refer... ...more
Customer Gettin'
March 22, 2026•1 min read