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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard

Financial Advisor Success

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Identify Themes to Drive Solutions

Regularly analyzing meeting themes helps identify primary areas of concern and opportunities for improvement. Notably, estate planning and student debt are focal points, alongside insurance and other debts, showing persistent themes worth addressing. By tracking these themes, organizations can categorize discussions and assess which topics dominate, aiming to connect with trusted partners for solutions. The current methodology employs a dropdown list for theme categorization, ensuring consistency in data collection despite its manual nature, allowing for targeted improvements and resource allocation.

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