4min chapter

The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Delivering Exceptional Financial Planning Services

Explore the significance of providing top-notch financial planning services to clients by emphasizing preparedness, education, and meeting client needs without the necessity of social outings to build solid advisor-client relationships.

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