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Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson

Financial Advisor Success

CHAPTER

The Role of the Client Concierge and Planning Coordinator

This chapter discusses the different roles of a client concierge and a planning coordinator in an advisory firm. It explains that the client concierge focuses on building long-term relationships with clients, while the planning coordinator learns the business and aims to become an advisor in the future.

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