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5min chapter
193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
The Efficient Advisor: Tactical Business Advice for Financial Planners
Enhancing Client Experience in Financial Planning
This chapter focuses on rating tasks based on difficulty and impact to prioritize actions that enhance client experience in financial planning. It emphasizes the importance of evaluating tasks and reallocating efforts to more impactful activities for improved efficiency and client satisfaction.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode