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

193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

The Efficient Advisor: Tactical Business Advice for Financial Planners

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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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