62 - Planning Your Best Year Yet
TRAP: The Real Adviser Podcast
Navigating Growth and Client Relationships
This chapter explores the balance between business growth and the establishment of effective systems to ensure consistent client advisory services. Discussions include the significance of referrals, addressing high fees in financial management, and the moral responsibility to guide clients toward better options. The speakers share personal experiences and strategic insights to emphasize the importance of pattern matching and partnerships for sustainable success.
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