The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Mastering Initial Client Engagement: Strategies for Effective Meetings

This chapter focuses on techniques to effectively engage clients during initial meetings, highlighting data gathering and educational strategies. The speakers share insights on using whiteboarding sessions to boost client conversion rates.

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