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66. Transforming Review Meetings into Meaningful Experiences with Brendan Frazier
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Join Ashley and Brendan Frazier, host of The Human Side of Money podcast, for a conversation about review meetings and why they matter more than many advisors realize.
Brendan explains the difference between reactive and proactive review meetings and talks about where review meetings can fall flat, especially when the meeting becomes a routine check-in instead of a chance to understand the client better, celebrate progress, and reconnect with what matters most. Brendan also explains why clients usually do not leave because of performance. They often…
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