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Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage

Financial Advisor Success

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Building Authentic Client Relationships

This chapter explores strategies for financial advisors to cultivate strong client relationships through personalization and collaboration. It emphasizes the importance of understanding client needs, managing feedback, and aligning practices with personal values to enhance satisfaction and retention, particularly in fluctuating markets.

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