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Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick

Financial Advisor Success

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Navigating Challenges in Financial Advisory

This chapter explores the speaker's journey in client management and business development within the financial sector, highlighting significant industry changes since the late 90s. It reflects on the impact of events like the 9/11 attacks on client engagement and the evolving role of financial advisors, particularly the importance of obtaining CFP credentials. The discussion further emphasizes the shift from traditional sales tactics to a consultative approach, showcasing effective strategies for building client relationships and enhancing engagement.

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