“Switching to that proactive word made a huge difference in my business and the way that we showed up for annual strategy sessions.”

The Efficient Advisor: Tactical Business Advice for Financial Planners · 414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney

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What was described

Rebranded "annual review" meetings as "annual strategy sessions" and changed language to proactive framing

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