DO YOU MAKE THESE MISTAKES PROTECTING YOUR BUSINESS?
You personally do not document every contact and contact attempt with a client or prospect. (Go ahead. Admit it. You get calls stacked up and you miss some.)
During meetings, you take notes on yellow paper, file the notes and never or rarely look at them again. (What good they are?)
You do not know the four requirements set by FINRA 2310 for an investment to be suitable. (Attorneys that plow this field do know them.)
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Surefire Client Retention
Before you prune your book, read the case against it here. Also, pick up your FREE copy of the Client Retention Formula.
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