Download Michelle Perry Higgins's "California Financial Advisors' Introduction Packet" and "Loved Ones Guide" below, and check out "Growing To $2B AUM Organically By Setting High Client Service Standards (And Really Sticking To Them!)" on how her firm has grown to $2 billion of AUM entirely organically and has achieved a greater than 99% client retention rate, in part by setting high standards for client service (and sticking to them over time).
