75 - Building A Shit Hot Client Experience
TRAP: The Real Adviser Podcast
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Enhancing Client Experience
This chapter focuses on practical strategies for improving client relationships through thoughtful reminders and personal touches, such as anniversary notices and regular check-ins. The discussion includes insights on transitioning client services effectively, particularly when taking over an existing practice and aligning client profiles with business models. Additionally, the speakers explore the emotional complexities involved in managing legacy clients while providing valuable resources for those approaching retirement.
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