Apologies only go so far. Find out what the latest customer service research says about what clients care about when they are upset about a mistake or when they hear no. Learn what to do - and what not to do - using actual retirement service provider case studies.
Sarah Simoneaux is the founder and president of Simoneaux Consulting Services (SCS). SCS specializes in strategic planning, business consulting, qualified plan technology consulting, retirement plan services firms’ best practice development, and qualified plan technical and soft skills training.
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