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Shifting from Client Meetings to Client Conversations
Periodic calendared meetings allow you to deepen client relationships, but they are no longer the best way to demonstrate your value.
On this Elementality podcast, Reese Harper and Chad Jardine discuss why meetings should focus on therapy as you use other proactive interactions to show clients how planning is moving their finances forward.
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By Jordan Haines, CFP®
4.8
3535 ratings
Periodic calendared meetings allow you to deepen client relationships, but they are no longer the best way to demonstrate your value.
On this Elementality podcast, Reese Harper and Chad Jardine discuss why meetings should focus on therapy as you use other proactive interactions to show clients how planning is moving their finances forward.
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