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

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Navigating Imposter Syndrome in Client Experiences

The chapter explores feelings of inadequacy and jealousy as the speaker compares themselves to peers providing extravagant client experiences. A trip to the dentist's office provides a valuable lesson on the importance of offering genuine and thorough service over flashy gestures.

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