Manage Financial Planners & Dealer Groups for Growth & Retention

Adele Baaini16 Oct, 2024Business

Effective management of financial planners and dealer group relationships is essential for businesses aiming to achieve sustainable growth and client retention. Adele Baaini, a seasoned financial services expert, offers insight into how you can optimize these relationships to boost revenue, foster client loyalty, and maintain long-term success in a competitive market. This article will explore strategies for managing a large panel of independent financial planners and dealer groups, with a focus on enhancing both growth and retention.