The Secret Life of...

Secret Life: My passion is philanthropy

October 20, 2016 @ 10:38 am

Runtime: 3:42

Meet Patti Brennan, the president of Key Financial. When she isnít helping her clients, she is out helping people in her community, including an 11-year-old boy named Wyatt who she made CEO for the day. Check out her story.

Additional Content

Learning Styles

You got in this business to help people. Itís the reason why you place trust at a premium in your client relationships. Earning and strengthening that trust through communication enables you to provide excellent service, and as a result, take the success of your business further. In this white paper, we define various learning styles that will help you deliver meaningful interactions with clients to increase retention and satisfaction.

Experience Matters

Make no mistake, the client experience you create influences your bottom line. As increased regulations and digital trends set new standards of value, you may begin to see a significant shift in your clientsí perception of your service. This white paper explores how your clientsí expectations are evolving and how to develop a sustainable and successful game plan for your business.

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