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14min chapter
Better Clients
The WealthAbility Show with Tom Wheelwright, CPA
Client-Centric Approach and Specialization
The chapter emphasizes the significance of understanding clients' essential outcomes like peace of mind and tailoring services accordingly. It discusses the benefits of staying specific to a niche, using the example of professionals working exclusively with NFL players. By asking the right questions, listening actively, and engaging clients passionately, advisors can create value and make a real difference in clients' lives.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode