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
The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
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Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value.
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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
Common Mistakes in Practice Valuation
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