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Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games.
Are you missing out on the secret sauce of the client experience?
This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during
Related: Guidelines for Helping Clients Transition from Previous Advisors