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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Managing Your Practice

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Delving into Client Concerns and Creating Referable Client Experiences

The chapter emphasizes the importance of asking intelligent questions to understand clients' concerns and challenges, offering insights for advisors to enhance client satisfaction and engagement. It discusses the significance of creating a referable client experience by helping clients understand the problems advisors solve through storytelling and examples. Furthermore, the chapter explores aligning personal vision with the client and team experience in financial advisory businesses to achieve true success and fulfillment.

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