The 3 Essential Questions to Deepen Client Relationships and Boost Referrals.

In this video, Duncan shares three key questions that advisors can ask their clients to better understand their needs and goals. He also emphasizes the importance of personalized, consistent communication and explains how a structured 90-day call rotation can help build trust and loyalty. Additionally, Duncan discusses how to prompt meaningful client feedback, identify potential service improvements, and leverage a purpose-driven approach to encourage referrals.

This clip is from Duncan's recent "Finish Strong in 2024" webinar. Watch the entire replay here: paretosys.co/web-replay-fs2024