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Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE

Top Advisor Podcast

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Enhancing Client Relationships through Speed in Financial Advising

This chapter introduces a time to win framework for financial advising businesses, emphasizing the benefits of leveraging speed for client relationships. Strategies for effective communication, proactive information delivery, and setting clear expectations with clients are discussed. The importance of adaptability and responsiveness in meeting modern client expectations is highlighted, urging professionals to embrace change for success in a rapidly evolving landscape.

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