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

290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Enhancing Client Relationships Through Technology and Personalization

This chapter focuses on strategies to deepen connections with clients in niche markets through the use of technology. Tools like Income Lab software and personalized video walkthroughs are explored as effective methods for presenting comprehensive financial plans and improving client interactions.

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