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"Leading with Planning: Building Client Engagement"

Your Firm’s Complete Guide to Engaging Clients in Productive Planning Relationships

Clients who are highly engaged with their financial plan—and their financial planner—see far better outcomes. But getting clients to set goals and act on recommendations can be a challenge.

In this comprehensive learning guide, you’ll learn how to better:

           • Communicate for engagement

           • Educate to improve financial literacy

           • Motivate clients to act on advice

           • Collaborate for closer relationships

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