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 Art of Selling- Mastering Communication for Sales Success for People in Finance
Setting the tone for your team.
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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The power of intentionality in an advisor’s day.
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Unique Abilities and Unbreakable Rules for Advisor Success
Crafting your unique value and leadership essentials.
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