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

278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Building Client Trust Through Video During Transitions

This chapter explores innovative strategies for financial advisors as they transition their business, highlighting the use of video for client introductions. By drawing a parallel to restaurant management, it emphasizes the significance of maintaining client connections and building trust through consistent communication.

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