
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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