Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie
Financial Advisor Success
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Defining Success Through Client-Centric Service and Self-Improvement
This chapter discusses the personal meanings of success and the importance of ongoing self-improvement in both personal and professional realms. It highlights the need for understanding client needs and delivering exceptional service, alongside the benefits of prompt communication to foster business growth through referrals.
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