How To Make Client Review Meetings Valuable

An advisor recently told me that he thought his client review meetings were getting kind of "stale".
So he was looking for ideas on how to make sure that clients continued to see the value he was providing as an advisor.
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Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.
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