Replacing clients is like platting fog — hard work and frustrating. In the previous lesson, when we looked at client retention, we saw how the average lifespan of the client relationship is two to ...

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I own a business in a professional services industry, so it is necessary to build rapport with clients and keep them happy. I love helping people and generally enjoy my choice of career.

A former rep who tried to mollify a couple of dissatisfied clients by providing them with falsified portfolio values has been sanctioned in a settlement with securities regulators. Following a hearing ...