
In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:
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Conversations about fees
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Conversations about value
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Retention discussions
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"Red carpet" exits
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Conversations with "high touch" clients
I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
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Listen to The Finnovator Podcast on
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Version: 20241125
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