You can view a sample PDF of my Client Engagement Standards here.
👉 Interested in more resources for financial advisors?
Here are three things to consider checking out:
- An Apple Top 50 Marketing Podcast: Experiments in Advisor Marketing
- Do you struggle with creating processes like me? Click here to see exactly how I use TextExpander.
- If you’re a growth-minded advisor, check out The AGC™, a private community of 180+ financial advisors learning & growing with their peers.