
Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen
Financial Advisor Success
Engage, Engag, Engage - What's the Pattern?
The library of resources that we have is pretty big. We help them decide on which tools they want to use or integrate to create their own kind of unique client experience. And so there's a number of tools that are designed to meet the objectives of each of these stages. But there are choices that the advisor can make to, you know, which tools specifically that they'd like to use.
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