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Serving your existing client base well is perhaps the best way to grow your business. Evaluate your client service model and see if there are some areas that require attention.
Horsesmouth Essential: Don’t let these stumbling blocks get in the way of making quality connections and generating referrals that will actually lead to business.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
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May 13–16, 2024