Joseph Chalom, CLU, RICP, LUTCF, LACP, President of Retirement Council, Inc., based in Coral Springs, FL, fondly recalls relationships forged with clients over decades of service.
“Sometimes in this business, you just need a friendly voice and clients are often that friendly voice,” Chalom said. “Many longstanding clients always take my calls, and I would always take their calls. Every advisor needs that client who is receptive and open to them when they need a lift themselves.”