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Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Financial Advisor Success

CHAPTER

Preparation and Tools for Client Meetings

The chapter discusses the speaker's preparation work and the tools they use for client meetings, including a large retractable screen and various software programs. They also highlight the benefits of their setup for in-person and virtual meetings.

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