Episode 62. Rapid Fire Listener Q&A #1

May 4, 2023

In this episode, we answer six questions from listeners like you. We discuss:

The effectiveness of remote versus in-person meetings

The value of driving to meet clients face to face

How to convert old clients to fee-based clients

The importance of financial advisors understanding their ideal consumer

How to build relationships with idea partners

How to introduce the idea of charging for advice to your company

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