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How to Create the Right Client Experience to Ensure Your Business Is Attracting Ideal Prospects

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How to Create the Right Client Experience to Ensure Your Business Is Attracting Ideal Prospects

Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses.

Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal prospects.

Related: 5 Questions Advisors Ask About Connecting with HNW Prospects

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