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Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake

Financial Advisor Success

CHAPTER

Client-Centric Financial Reporting and Integration Strategy

The chapter explores Hans Blake's journey in improving business growth by focusing on custom deliverables for clients, simplifying financial lives through integrations approach, and designing visually appealing reports. It discusses a client-centered one-page summary highlighting behavior over returns, emphasizing alignment with risk levels and transparent portfolio costs. The conversation extends to leveraging technology for comprehensive client reports and customization in a CRM system, emphasizing the importance of integrating various financial data points.

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