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Enhancing Client Communication and Interactions

The Perfect RIA

CHAPTER

Empathy and Experience: Understanding Clients from the Ground Up

This chapter illustrates the significance of advisors gaining understanding by immersing themselves in the client's perspective, drawing on personal narratives starting from basic roles. By sharing anecdotes from their time as janitorial staff, the speakers convey the value of firsthand experience in fostering empathy and delivering impactful guidance.

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