 I felt we could improve this process and make it more meaningful for our clients, so we created the simple five-step process we now call The Financial Organizer System."
Mark Singer, founder, The Financial Literacy Toolbox.
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The secret to deepening relationships with top clients
Mark Singer | InvestmentNews, March 2014
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Summary: A few years ago, my firm invited some of our “A” clients to participate in a focus group. The objective was to determine whether we were delivering the proper solutions for them and their families. There was one aspect that these clients thought was unique, and we received rave reviews for it.
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