Disney-inspired tips for advisors

02/6/2014 | Financial-Planning.com

Walt Disney was a master marketer. He knew what customers wanted, and he delivered. John Enright and Michael Palumbos, co-founders of 7FigureAdvisor.com, offer Disney-inspired tips for advisors. No. 1: "Every team member should know the number one job is to make people happy by providing them with a memorable experience," they write. Among other things, that means knowing clients' milestone dates.

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