11 - How To Win Clients and Influence People PART ONE
TRAP: The Real Adviser Podcast
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Strategies for Winning Clients in Financial Advisory
The chapter delves into effective strategies for acquiring clients in the financial advisory field, focusing on relationship-building efforts and quick wins for immediate results. Anecdotes and insights are shared about the complexities of the financial industry, highlighting the importance of becoming a key person of influence. Emphasis is placed on building trust with clients, creating valuable content, and maintaining consistency to stand out in the competitive market.
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Transcript
