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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

Is the Money Quotient a New Business Model?

Most advisors who go through our training, attend our training, they don't change the number of meetings they have. They typically come up with the presentation meeting where they are presenting the draft of the financial recommendations at the same time. We actually talking about a whole different business model and offering. So there's that plus there's just a much higher level of buy in to the plan.

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