
Are you creating consistent touchpoints with your current and past clients, or are you churning through them at a high rate? This week’s guest, financial advisor Keith Taylor, joins us to talk about the importance of focusing on retention and how you can improve it in your firm.
Learn more about Keith and his firm at www.centerpointwealthstrategies.com
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS) 6115 Park South Drive #200 Charlotte, NC 28210. 704-552-8507. Securiti
PAS is a member FINRA, SIPC.
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