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Council Post: How To Surpass Customers’ Expectations: Building Solid Client Relationships

Por: Forbes Business January 24, 2023

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Adam Tau is the Wealth Manager and Co-Founder of You can reach Adam at [email protected]. getty Are you the first phone call your client makes when they experience joy or sadness in their life? In my field of financial planning, building strong relationships is key to doing the best work for clients and standing out from the competition. In any business or industry, people have choices on where to seek similar products and solutions, and... + full article



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