Podcast #1096 The Power of a “Touch-base” Call

11/08/2015 5 min
Podcast #1096 The Power of a “Touch-base” Call

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Episode Synopsis

I have always believed that all advisors are in the relationship business first and foremost. A client’s goodwill is the most valuable asset that you have. Doing financial planning and investing their assets are what’s expected, the difference maker is showing them that you care about them. This simple strategy has proven to be more powerful in relationship building then executing review after review.

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