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QUICK TIP
Developing clear goals for client relationships
Brent Mowinski, founder of Mowinski Financial LLC in Michigan, works with many distinct client segments with a goal of addressing their unique financial-planning needs. The key driver of his firm’s business growth is client referrals, which he attributes to his firm’s excellent service and comprehensive range of products and offerings. He outlines five core goals that guide his approach to developing successful client relationships:
- Help clients preserve and grow their investments.
- Help clients establish a long-term financial plan.
- Regularly monitor progress and performance.
- Offer competitive management fees.
- Help clients simplify their financial lives.
