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181: Ideas to Implement - Even More Good Ideas You Can Implement Today
The Efficient Advisor: Tactical Business Advice for Financial Planners
Enhancing Client Experience and Office Efficiency
Explore unique strategies to personalize client meetings, from customized conference room setups to thoughtful gestures like offering chocolates and implementing creative traditions. Learn how pre-planning with client questions and celebrating milestones with a retirement bell can enhance meeting dynamics and client relationships.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode