Transform Your Client Experience to Grow

What this episode covers

For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustained basis. This means you must have financial planning clients who will pay for the value you provide and will allow you to do so efficiently and with minimum wasted energy. I am sure this sounds logical and for many financial advisors this will sound obvious. The question is: are you acquiring clients and managing relationships as well as you can?

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Frequently Asked Questions

How long is this episode of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!?

This episode is 11 minutes long.

When was this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode published?

This episode was published on December 7, 2009.

What is this episode about?

For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustained basis. This means you must have financial planning clients who will pay for the value you provide and will...

Can I download this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.