75 - Building A Shit Hot Client Experience
TRAP: The Real Adviser Podcast
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Challenges and Celebrations in Financial Advisory
This chapter highlights recent sports events before addressing serious concerns in the financial advisory industry, particularly regarding regulatory compliance and accountability. It emphasizes the ethical dilemmas faced by the sector, especially around individuals re-emerging in business without proper scrutiny after prior failures. Additionally, the chapter celebrates personal milestones and team dynamics, showcasing the importance of building strong relationships and a supportive work environment within financial firms.
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