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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

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Building Strong Financial Relationships

This chapter emphasizes the significance of establishing strong relationships within financial wellness programs, highlighting the customer service approach to guiding participants. It discusses the structure and workflow of financial planners, detailing their meeting schedules and the importance of training new advisors in a supportive environment. Additionally, it addresses the compensation model for entry-level roles and the growing demand for individual advisory services, underscoring the integration of technology to enhance efficiency.

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