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Ep. 40 | How to Connect with Borrowers and Add Massive Value with Katrinka Condie

The 360 Experience

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Personalized Guidance and Empathetic Advice in Financial Decision-Making

The chapter delves into the personalized approach of offering advice to clients by treating them like family members, adjusting recommendations according to their life stages. It underlines the significance of recognizing clients' holistic aspirations and needs, going beyond mere financial considerations in the mortgage sector.

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