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Client Archetypes

WANT TO STEP UP YOUR CLIENT SERVICE GAME?

You need the Guide to Client Archetypes so you can win the hearts of your clients and crush the competition. 

What's included in this guide?

• The top 5 client archetypes
• What each archetype is looking for in a primary financial institution

• The priorities of each archetype 

• How you can improve each archetypes experience

Download Your Free Guide