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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]

Disrupting Giants With Guest Jason Wenk

Say This

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The Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

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The Truth About Tax Loss Harvesting [Episode 365]

Providing value is always work

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Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

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