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Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick

Financial Advisor Success

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Evolving Financial Advisory Strategies

This chapter explores the challenges and transformations in financial advisory practices, focusing on client acquisition and relationship-building. It highlights the transition from traditional hourly billing to a sustainable subscription model, emphasizing the importance of nurturing existing client relationships for referrals. Additionally, the narrative reflects on the shift to remote work and its impact on maintaining client engagement and service continuity.

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