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A Successful Formula For Client Relationships (Part 1) with Patrick Donahoe – Episode 132

Today is the first episode of a two-part series on which we listen to Patrick Donahoe share with us what he believes is the success formula for client interaction. Tune in to listen to Patrick discuss ways to increase the effectiveness of marketing and the four-part formula to create long-term relationships with clients.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

To learn more about the Prosperity Economics Movement™


Links and Resources from this Episode

Show Notes

  • Discussing the next summit – 2:26
  • A formula for advisor success – 3:21
  • Understanding the success formula – 3:31
  • Connection, creation, and choice – 5:43
  • Variables of the success equation – 6:14
  • Creating value for the clients – 7:00
  • Components of healthy relationships – 7:14
  • Nobody loves to be told what to do – 8:39
  • Celebrating milestones – 10:22
  • Everything is related to finance – 11:51
  • The importance of being a giver – 13:20
  • Everybody is different – 16:27
  • Creation in the success formula – 17:51
  • Variables of the success formula – 18:15
  • The fear of change – 21:20
  • Building connection and relationships – 23:00

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