Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.
Mr Jervis is a Certified Financial Planner and chairman of the Chesterton House Group.
He has been working in the profession for 35 years and believes deeply listening to your client, keeping your skills and knowledge up to date, and following through on what you promise are the secret to building long-lasting client relationships.
Chesterton House, based in Loughborough, includes Financial Planning, Accountancy and Legal Services.
He is also president of the East Midlands branch of the CISI.
In the latest Client Hunter feature, Mr Jervis also shares the mistakes he made earlier in his career, how Chesterton House finds new clients, and how he goes about cutting the worst clients out at an early stage.
The full interview can be read in the latest issue of Financial Planning Today Magazine.