How Consistent Service from Dedicated Relationship Managers Benefits Advisors and Their Clients
Watch how dedicated service teams can enhance client relationships and achieve retirement plan goals. Our Advisor Stories series showcases real-world insights and strategies from successful advisors.
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Dedicated Service Teams: Having a dedicated relationship manager and transition specialists ensures consistent and personalized service delivery, crucial for client satisfaction.
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Partnership and Collaboration: Working closely with a service team fosters a strong partnership, enabling advisors to effectively serve clients and meet their goals.
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Going Above and Beyond: The unique aspect of the service team is their continual commitment to exceeding client expectations, providing exceptional support and service.
Advisor story: How does consistent service help you and your clients?
Service matters. Consistent, high-quality service can make the difference between a customer who's satisfied and loyal—and one who's not. Listen to Ascensus Elite advisor Brian Hanna, AIF©, CPFA™ Partner, EVP-Retirement Plans, Everhart Advisors, explain how.