satisfaction

#FASuccess Ep 438: Boosting Consumer Retention And Satisfaction By Asking Higher Questions As Your Genuine Self, With Nikki Savage – Model Slux

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#FASuccess Ep 438: Boosting Consumer Retention And Satisfaction By Asking Higher Questions As Your Genuine Self, With Nikki Savage – Model Slux

Welcome everybody! Welcome to the 438th episode of the Monetary Advisor Success Podcast! My visitor on right this moment’s podcast is Nikki Savage. Nikki is a senior director within the Tampa, Florida, workplace of the RIA Sequoia Monetary Group, the place she manages roughly $150 million in belongings underneath administration for 100 consumer households. What’s … Read more

Assure statements and subjective client satisfaction – CJEU in LACD (C-133/22) – Model Slux

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On Thursday, the CJEU (in C-133/22) dominated on the exact that means of “industrial assure” as outlined by level 14 of Article 2 of the Client Rights Directive (“CRD”). The referring court docket (German Federal Court docket of Justice) particularly requested whether or not the supply have to be interpreted as that means {that a} “industrial … Read more

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