katiekerr

When she’s not writing about compliance, global markets, or derivatives, assistant editor Katie Keir gets advisors to open up about ways they make their businesses work better.

Her Open Agenda columns explore time management, and those segue into other stories that list ways advisors can improve services and retain clients.

Keir’s articles can also help if you’re looking to gain niche clients, as well as do a better job of ensuring you truly know the clients with whom you’re already working. And, she can also tell you a thing or two about how to get those loyal clients to refer you to their kids.

Here’s a list of stories she’s written on the topic:

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Originally published on Advisor.ca

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