When Clients Leave, Advisors Learn Vital Lessons to Help Them Grow

by NEIRG NEWS | Nov 22, 2019

When welcoming a new client to your practice, it’s important to set expectations from day one. Principal Brian Pirri discusses our firm strategy for client engagement with Investor’s Business Daily, parceling out information over four-six meetings during the first year of the relationship. Topics covered range from portfolio and cash flow management to risk management and estate planning.

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