4min chapter

The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Client Interactions and Service Excellence

This chapter delves into the significance of impactful client interactions over extravagant gestures. It underlines the importance of understanding and catering to the needs of ideal client avatars to deliver exceptional service.

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