Financial Professional with over 30 years experience in the financial field, encompassing financial advising, business development and brokerage/trading.
RT @InsNewsNet
Retaining clients goes far beyond simply checking boxes or avoiding mistakes; it requires personalizing interactions, anticipating their needs before they ask, and consistently delivering unexpected value.
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RT @RiskInsurance
Retirement benefits are widely available, but are employees prepared for retirement? New research from Gallagher finds that just 28% of employees believe their current retirement savings strategy will help them reach their goals. https://t.co/kRAbj22lM9