The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

262: How You Show Up in a Crazy Market Really Matters (And What To Do!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Building Client Relationships in Turbulent Times

This chapter highlights the critical role of effective communication with clients during challenging market conditions. The speaker shares personal insights on creating a unique client experience, emphasizing empathy and consistency to become an indispensable financial advisor.

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