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181: Ideas to Implement - Even More Good Ideas You Can Implement Today
The Efficient Advisor: Tactical Business Advice for Financial Planners
Building Client Connections Through Personalized Gestures
Exploring the significance of personalizing the client experience through gestures like paperwork parties and individualized client files to foster a sense of appreciation and connection. Reflecting on past successful practices that highlighted the importance of viewing clients as individuals rather than just numbers.
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Listen to the best highlights from the podcasts you love and dive into the full episode