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5min chapter
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
The Efficient Advisor: Tactical Business Advice for Financial Planners
Enhancing Client Experience Through Effective Processes
This chapter delves into the implementation of strategies for improving client experience in a financial planning practice, highlighting the role of systems and processes despite personal organizational challenges. Emphasis is placed on optimizing onboarding procedures and minimizing client friction to foster stronger relationships and ensure a positive experience.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode