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Leveraging annual reviews to add value and grow your business. [Episode 27]
Manage episode 348234796 series 3361611
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
76 episoder
Manage episode 348234796 series 3361611
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
76 episoder
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