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Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
Having a First Meeting With Clients
i'm struck that a lot of firms, to the extent they're plugging m into tools like money, it'so ok, you've signe on as a client. We want to be there holding their hand when they first come into the relationship. So we try to have em do em like duel duel screens, or something, where they have the actual account that they're logged into on one screen, and then we're sharing our screen on another one. And then if they run into any troubles, they can share their screen with us and will help them through that process. The financial audit really when a client uplifts all the documentation, the way that they know that we've
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