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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

NOTE

How to Wrap Up a Meaningful Conversation

I send weekly emails with a conversation topic, and before wrapping up, I ask if they received and read them. I then check if they have their parking pass and validate it with my phone as I walk them out.

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