Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie
Financial Advisor Success
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Client-Centric Financial Planning
This chapter explores the evolution of financial advisory practices, focusing on the use of modern software tools for personalized client planning. It emphasizes the importance of flexible communication and tailored meetings, adapting to client preferences and circumstances. The advisor reflects on strategies for effective onboarding and ongoing client engagement, aiming to enhance the overall financial planning experience.
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