335: Strategies to Retain More of Your Current Clients, While Also Focusing on Acquisition and…

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Ryan H. Law shares strategies to retain more of your current clients while also focusing on acquisition and referrals

Episode 335: Strategies to Retain More of Your Current Clients, While Also Focusing on Acquisition and Referrals by Ryan H. Law

Ryan’s goal is to teach financial planners, coaches, and counselors how to use simple, evidence-based action steps to provide outstanding client care.

He received his bachelor’s degree from Utah State University in Family Finance. After he graduated he worked in the financial planning field for several years then decided to return to school.

He received my master’s degree in Personal Financial Planning from Texas Tech University.

He is a CERTIFIED FINANCIAL PLANNER and an Accredited Financial Counselor

He currently teaches at Utah Valley University in the Financial Planning program where he teaches financial counseling courses and runs their on-campus Money Management Resource Center.

He serves on the AFCPE (Association for Financial Counseling and Planning Education) Board of Directors where he has served as Treasurer and President.

The original post can be found here: https://ryanhlaw.com/retain-clients/

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