Financial Services

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by Tom O'Brien | June 28, 2016

10 Tips for Financial Advisors for Client Loyalty

Jason Hill, founder and president of Client Focused Advisors, sat down with TimeTrade to share his “10 Tips for Financial Advisors for Client Loyalty.”

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by Tom O'Brien | April 15, 2016

How Girard Financial Group Delivers the Best Experience for their Clients

After the the 2008 financial crisis, Dan Girard knew that meetings with clients would provide an ideal opportunity to discuss their financial status, adjust goals and strategies, and help restore confidence.

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by Tom O'Brien | April 12, 2016

Financial Advisor Best Practice Q&A with Dan Girard

With online appointment scheduling we spend fewer hours focused on the logistics of setting up meetings, and we can each fit in up to six 1.15 hour client appointments per day.

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