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Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen

Financial Advisor Success

CHAPTER

What Surprises You the Most?

The process is all there. It's actually quite simple when you lay it out. But the, the thing that tends to get in the way for advisors with their implementation is literally that fear of doing something new for the first time. So we try and work with the advisors to practice with people that they know and feel comfortable with or pick out some of their favorite clients that they're really close to.

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