How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Technologies Impact on the Client Experience
2022-01-25 • 20 sec

You have the clients who deserve a lot of attention and then you have the clients who need your attention. Your most deserving clients are often the least demanding. They’re busy, they’re successful, they’re respectful of your value, and sometimes we take them for granted. However, these are the clients we really want to competitor-proof, maximize and replicate. We want to make sure you’re not spending time with those who need your service at the expense of those who deserve your service. Use technology to help ensure consistency with these clients and in your ongoing service model.

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