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Using Financial Planning to Drive Client Engagement
Manage episode 336749645 series 3335590
As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very
The post Using Financial Planning to Drive Client Engagement appeared first on Kuttin Consulting Group.
100 tập
Manage episode 336749645 series 3335590
As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very
The post Using Financial Planning to Drive Client Engagement appeared first on Kuttin Consulting Group.
100 tập
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