Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
Behind The Advisor
00:00
Enhancing Client Experience Through Dual Founder Engagement
The chapter explores the strategic decision of having two founders engage with clients in meetings to prioritize client experience over financial gains. It underscores the benefits of having distinct personalities complement each other, leading to better listening, note-taking, and comprehensive advice. The discussion also touches on downsizing the client base for quality service, restructuring fees, and sourcing clients seeking clarity on financial matters and personalized service.
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