Two separate themes weave their way though our pages this month. The first is how to stay the course and improve your practice through stronger business relationships. The second is when to throw in the towel.
Two of our contributors, Rick Rummage and Todd Colbeck, weigh in on the first theme. Colbeck gives a thorough lesson on centers of influence: how to find them and how to develop them. Rummage offers details on the next step of the advisor-client relationship. That is, once you've got a new client, how do you keep him or her. After all, clients have many options for financial advice, so what's their impetus to stay with you? He tells you how to answer that question.
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