If you’re ready to talk to someone who speaks your language –as in putting high value on your financial customer base and wanting to make the most of it – you’ve come to the right place.
Tracey Dean and her Keeping Clients team of customer care consultants have been working for brokers and advisors across Australia since 2014 with one goal: Have meaningful conversations with their clients at important financial touchpoints and how to ensure ongoing business and referrals from that client base.