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What would happen if you lost your best client? This is a problem often faced by experienced financial advisors. Their business evolves to the point where the majority of their revenue comes from a handful of clients. Sometimes only one or two relationships. If the client dies, their business declines substantially. As a benefits professional, every client has the potential to be a big, long-term relationship. That's why you need strategies to preserve each relationship if something happens to your connection.
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