How to Build Credibility With a Capital Markets Perspective

Building (and rebuilding) credibility with clients and with potential referral advocates must be an ongoing commitment. Ken Haman said that he suggests advisors allocate significant time each month to proactively reaching out to existing clients and to “centers of influence” with a thoughtful message about the markets, where we’ve been, what’s currently going on and what is likely to happen next. How can you use proper messaging to grow your book of business?

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