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341. Are You in the Right Seat Doing the Right Things? with Mark Lloyd

The ONE Thing

00:00

Do You Have a Client Relationship?

"We had our advisers pretty much answering phone calls all day long. And it didn't take long beforea identitated with answering phone calls instead of calling and checking on our clients, or calling prospects that they've been working on," she says. "So we now, we have it structured where they have certain times of the da where theydo all their return fome calls."

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