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Contact us for virtual speaking and training!

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

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