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Bonus Episode, with Claudio Vilas
What if your obsession with the latest tech tools is keeping you from what really matters, building trust and meaningful relationships with clients? Are you engineering your business for sustainable value, or are you chasing shiny objects that distract you from becoming a true advisor?
The answers often require a shift from tactical quick wins to a strategic, people-first foundation. As real as the hype surrounding AI and automation may be, this episode challenges you to view technology as a support tool, not the main event. Relationship-building, client advocacy, and mastering the…
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