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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard

Financial Advisor Success

CHAPTER

Enhancing Client Engagement in Financial Advisory

This chapter discusses the processes of identifying and tracking client themes in financial advisory meetings, emphasizing the use of technology like AI and Salesforce. It highlights the importance of maintaining fiduciary standards and transparency, especially when managing financial wellness programs for lower-income participants. The conversation also delves into the financial modeling of wellness offerings, focusing on pricing structures and their impact on service profitability and engagement.

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