9min chapter

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

CHAPTER

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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