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I wanted to tell you how much I enjoyed your presentation yesterday at the Orange County FPA meeting in Irvine. It’s nice to have a presenter who doesn’t take herself so seriously and is able to be herself in front of such a large audience.

Two things you said in your presentation that stood out to me:

1) Clients would appreciate it if I expressed to them directly my desire to have a great relationship that is open to feedback so that their client experience would be even more enjoyable

2) I can only improve my reputation if I understand how I am being perceived

Jeffrey Little, CFP®, Investment Advisor Representative Happy Client Logo
How to Say Anything to Anyone by Shari Harley

Watch Shari demo three uses of the feedback formula. Get the words to tell an employee he smells, that she shows too much cleavage at work, or to put away her cell phone at work.

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