335: Strategies to Retain More of Your Current Clients, While Also Focusing on Acquisition and Referrals by Ryan H. Law
Ryan H. Law shares strategies to retain more of your current clients while also focusing on acquisition and referrals\n Episode 335: Strategies to Retain More of Your Current Clients, While Also Focusing on Acquisition and Referrals by Ryan H. Law\n Ryan\u2019s goal is to teach financial planners, coaches, and counselors how to use simple, evidence-based action steps to provide outstanding client care.\xa0\n He received his bachelor\u2019s degree from Utah State University in Family Finance. After he\xa0graduated\xa0he worked in the financial planning field for several years then decided to return to school.\xa0\n He received my master\u2019s degree in Personal Financial Planning from Texas Tech University.\xa0\n He is a CERTIFIED FINANCIAL PLANNER\xa0and an Accredited Financial Counselor\n 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.\xa0\n He serves on the\xa0AFCPE\xa0(Association for Financial Counseling and Planning Education) Board of Directors where he has served as Treasurer and President.\xa0\n The original post can be found here: https://ryanhlaw.com/retain-clients/\xa0\n With NetGear WiFi 6 Business solutions, you get the very best WiFi performance, security, and coverage to keep you connected whether you\u2019re at the office, working from home, or on the go. Visit NetGear.com/Business and use code OPTIMAL10 at checkout to save 10%\n 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\n Please Rate & Review the Show!\n \xa0Visit Me Online at OLDPodcast.com\xa0and in\xa0The O.L.D. Facebook Group\n \xa0Join the Ol' Family to get your Free Gifts and\xa0join our online community: OLDPodcast.com/group\n \xa0\n Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily\nLearn more about your ad choices. Visit megaphone.fm/adchoices