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066 Herman Brodie

Maven Money Personal Finance Podcast

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How Long Does It Take to Build an A1 Trust Relationship With a Professional Advisor?

It takes between about three to five years to really have an A1 relationship with a client. The decision to trust is done almost in before there's any service has been delivered. And also recently I've been less, let's say a client needs to do 17 things to get financially fit. Rather than not like I was guns blazing before, but I was like, get financially fit quick.

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