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8min chapter
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
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode