Shawn Sparks - The Advisor Transformation: Unlocking New Strategies for Financial Success
Standard Deviations with Dr. Daniel Crosby
00:00
Evolving From Financial Service to Transformational Planning
The chapter explores the evolution of financial advisors from offering basic services to creating exceptional client experiences by addressing various financial planning aspects like income, tax, and healthcare planning. It emphasizes the importance of becoming transformational planners who deliver comprehensive value to clients beyond just service and experience.
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