63 - We Need To Talk About Trump
TRAP: The Real Adviser Podcast
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Charging for Client Meetings: A New Perspective
This chapter explores the evolving practices of charging for initial client meetings within the financial advisory sector. It features insights from a marketing specialist and delves into the debate over whether these charges showcase value and professionalism, along with the implications for client relationships. Additionally, the speakers discuss factors influencing clients' perceptions and the challenges posed by recent economic developments.
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