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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
The Efficient Advisor: Tactical Business Advice for Financial Planners
Creating Engaging Client Events
Exploring the successful strategies used to host a captivating client event, including integrating it into regular meetings and using a negative consent approach to ensure active participation. The event featured a guest speaker discussing impactful client relationships, resulting in enthusiastic responses from attendees.
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