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Talk Your Book: Advisor Best Practices
Animal Spirits Podcast
The Top 3 Best Practices for Financial Advisors
There are three primary lenses that the top practices by measure of growth, by measure of profitability tend to really focus on. The first one is very, very focused on kind of creating a world class client experience. They're kind of maniacal about making sure that every interaction point they have is wrapped up in an experience that's based on process. And the last one is how do you vertically integrate your practice so that you're capturing as much of the overall aggregate revenue as possible.
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