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Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them.
Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.
By Jordan Haines, CFP®4.8
3535 ratings
Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them.
Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.

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