Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Weekly Focus - February 7, 2024 - "Understand Your Clients' Expectations"
Client expectations have intensified in the last several years, meaning if they don’t feel like their advisor is making an effort to engage with them, they have no qualms about moving on.
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