3min chapter

Financial Advisor Success cover image

Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary

Financial Advisor Success

CHAPTER

What Are You Delivering in the Strategy Session?

The strategy session is essentially the, I'll call it the plan presentation meeting. It's a non-paper experience since COVID. They're interacting with it live, but we're not like printing and stamping a thing. We send them the Excel file and we write up all of their action items. So they get a document that says action items.

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