Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
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What's the Client Experience?
The advisor term is getting applied in so many places. When we ask an advisor in practice, so what's the client experience? And oftentimes their answer is, you know, what do you mean? Like put yourself in the shoes of someone working for you. What does it feel like? What do they think about it? What are they going to get? The first search criterion is zip code. It's all geography based search.
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