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EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships
November 30, 2021
Lori Coonen
EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships
Lori Coonen
November 30, 2021

EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships

Lori Coonen
November 30, 2021

In this episode: Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.

Length: 16 minutes

Newer PostEPISODE 9: How philanthropy benefits professionals and the families they serve
Older PostEPISODE 7: A ‘shift’ is happening in the planning world
 

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