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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Introduction

Exploring the necessity of socializing with clients outside of office hours, this chapter delves into the challenges faced by financial advisors in maintaining boundaries between personal and professional relationships while providing insights on the importance of work-life balance.

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