The Heritage Institute

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EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships

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THE KEY TO DEEPER, MORE SUCCESSFUL CLIENT RELATIONSHIPS Rod Zeeb

In this episode: Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.

Length: 16 minutes