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379: The Client Experience Mistake That Undermines Your Thoughtfulness
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences.
More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional…
The skinny
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