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

213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Engaging Clients for Success

This chapter emphasizes the critical role of effective communication and client engagement in the buying journey. It highlights the benefits of utilizing a CRM system and having a specialized coach, along with the importance of a client-focused approach and tailored communication strategies.

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