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14min chapter
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
The Efficient Advisor: Tactical Business Advice for Financial Planners
Client Connections through Legacy Letters
The chapter explores the heartwarming impact of an advisor's initiative to encourage clients to write legacy letters, leading to profound moments and inspiring actions beyond financial gains. It emphasizes the intrinsic value of relationships, proactive follow-up strategies, and creating opportunities for clients to connect and build a community together.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode