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Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
ЁЯСЙ Click here to learn more and join 1,000+ financial advisors at the Summit.┬а
No boring PPT presentations.┬аNo vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
Check out the full agenda here.
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Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think itтАЩs still safe to say that weтАЩre still talking some marketing today. ЁЯШК
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