Adviser masterclass: How to keep clients for life

Maintaining a strong working relationship with a client throughout their lifetime is, arguably, the Holy Grail for lots of financial advisers, many of whom benefit from not only the financial revenue, but the relationship itself. However, maintaining such a long-term relationship is not always easy - not least because, somewhere down the line, a client will inevitably be unhappy about some aspect of their finances. Yet, if built on the right foundations, a decades-long business partnership is easily achievable. Be honest Honesty is a key component of any lasting relationship and, as...