Creating Family: How I Build Long-Lasting Relationships With My Clients

AdvisorRadio: Actionable Insights for Thriving Advisors
15/04/2019 32 min
Creating Family: How I Build Long-Lasting Relationships With My Clients

Listen "Creating Family: How I Build Long-Lasting Relationships With My Clients"

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Episode Synopsis

What's Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.

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