The Efficient Advisor: Tactical Business Advice for Financial Planners

193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

May 28, 2024
Exploring the balance between personal and professional life, the podcast challenges the idea of wining and dining clients. It emphasizes the importance of exceptional service during business hours for client satisfaction and practice growth. The 'Dentist Rule' is introduced as a way to build a referable practice without overwhelming oneself. Prioritizing impactful client interactions over extravagant gestures is highlighted for improved efficiency and client satisfaction.
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