 Even if I spend too much time upfront, it always comes back to me whether through a referral or a client needing help with something else."
Mr. Hill, co-founder and president, Client Focused Advisors
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A Simple Way to Earn Client Loyalty
Kelly Kearsley | Wall Street Journal, March 2014
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Summary: Mr. Hill wanted to know how this potential purchase fit in with their larger financial plan, so he met the couple at their home. He began the meeting by explaining that he typically takes an inventory of all of his clients' assets and liabilities to get a better sense of their whole financial picture--even if they're just inquiring about insurance.
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