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Episode 232 - Clarity Pays: How Narrowing Focus Drives Margin, Growth, and Referrals

Pro Serv Podcast by Collective 54

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Clarity in Client Communication: Navigating Transition Challenges

This chapter highlights the critical role of clear communication in wealth advisory through the scenario of a client named Bob facing business and family challenges. It underscores the necessity for wealth advisors to effectively articulate their value and services to navigate complex client situations.

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