Small Details, Custodians, and What To Say
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Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients?
Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
It’s Nothing, Right? No! The Little Things Are What Matter [Episode 215]
Recommended Podcast
A Trust Will Solve All My Problems… [Episode 294]
Navigating estate planning with your clients.
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Beyond the Numbers: The Human Side of Retiring
Helping clients understand their purpose in retirement.
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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
Supporting clients beyond financial aspects.
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