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5min chapter
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
The Human Side of Money
Building Trust in Client Relationships
This chapter recounts a speaker's early career experience emphasizing the value of nurturing deeper connections with clients over merely increasing call volume. It explores how understanding clients' emotional needs can lead to heightened satisfaction, trust, and ultimately, greater referrals.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode