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

Spread the love

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/

With NetGear WiFi 6 Business solutions, you get the very best WiFi performance, security, and coverage to keep you connected whether you’re at the office, working from home, or on the go. Visit NetGear.com/Business and use code OPTIMAL10 at checkout to save 10%

Indeed is the #1 source of hires in the U.S. Join over three million businesses worldwide that use Indeed to hire great talent. Get a $75 credit at Indeed.com/startup. Offer valid through September 30th. Terms and conditions apply

Please Rate & Review the Show!

Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group

Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group

Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily

Note: All credit goes to the authors and creators. Some links may result in financial compensation.


See The Future? – The Biorhythm

NEW: Uberman III – Now Available

Leave a Reply

Your email address will not be published. Required fields are marked *