Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages
Managing Your Practice
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Introduction
Peter Lasrath is the chief investment officer for Plan Corp, a $6 billion financial planning and wealth management organization. Dimensional Fund Advisors believes clients benefit most from trusted relationships with advisors. Peter: How can you more deeply engage with their clients and even prospects to meet their investing in financial planning needs? Is there a way to do that that ultimately drives growth and value in your business?
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