082 - Focusing on Retention with Keith Taylor

Are you creating consistent touchpoints with your current and past clients, or are you churning through them at a high rate? This week's guest, financial advisor Keith Taylor, joins us to talk about the importance of focusing on retention and how you can improve it in your firm.Learn more about Keith and his firm at www.centerpointwealthstrategies.comRegistered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS)  6115 Park South Drive #200  Charlotte, NC 28210.  704-552-8507. Securities products/services and advisory services are offered through PAS, a registered broker dealer and investment advisor.  Financial Representative.  The Guardian Life Insurance Company of America (Guardian), New York, NY>  PAS is a wholly owned subsidiary of Guardian.  Centerpoint Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.  CA Insurance License OG13915PAS is a member FINRA, SIPC.