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Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Financial Advisor Success

CHAPTER

The Power of Local Presence and Personal Touch

This chapter explores the significance of establishing a local presence and how proximity can influence client decisions. The speaker shares their strategy for growing their practice in Florida while residing in Kentucky, emphasizing the value of being physically present and accessible. They also discuss the positive impact of marketing automation and smart asset systems on their business.

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