Successful brokers have a real plan to keep clients so satisfied that they would never even consider heading for the exit, but it pays to know the five signs your client might be looking to cancel.
Successful brokers do a lot of things very well, but one in particular: They keep their clients happy, engaged and most importantly, on board.
However, the inescapable fact is that clients do get restless sometimes and decide to start looking for a new broker, despite your best efforts to the contrary. If you just knew the signs of when a client is considering a change, you might be able to do something about it and save the account. Better still is having a real plan to keep those clients so satisfied that they would never even consider heading for an exit.
Absent such a plan, it pays to know the five signs your client might be looking to cancel and what you can do to stop them.
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