How do you approach your self-employed clients?

In our latest post we commented that, according to our CATScan client satisfaction database, self-employed clients were generally less satisfied with their adviser when compared to the satisfaction l...

clients

rainier.reyes

Advisely Team

2 years ago

Awesome question Terry-Bell and can't wait to hear what the community's experiences with self-employed clients have been.

For those who haven't read the blog post, click here – some fascinating insights from the research and practical tips to boot!

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