11 - How To Win Clients and Influence People PART ONE
TRAP: The Real Adviser Podcast
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Building Positive Work Environments in Financial Planning Firms
The chapter emphasizes the importance of creating a positive work culture in financial planning firms to retain employees and foster success. It explores strategies to prevent employees from leaving to start their ventures by building a supportive and competitive environment. The discussion also covers topics such as client transitions to new advisors, suitability letters in financial advising, and the significance of concise and client-focused financial planning reports.
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