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A Successful Formula For Client Relationships (Part 2) with Patrick Donahoe – Episode 133

The second series of two on how to create long-lasting client relationships, Tammi and Patrick talk about the formula to get more referrals.

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

  • There’s always a traditional way of doing something but, there’s always something missing – 1:54
  • What are the common variables that create success – 2:26
  • The importance of connection, choice, and creation to get success – 2:34
  • The success formula – 3:33
  • Create a strategy based on your goals – 4:49
  • Figure out ways to provide value and principles to the clients – 5:56
  • Creation as a good and meaningful conversation – 6:40
  • The creation of the strategy it is going to be always dynamic – 8:34
  • If you do not do the things well, you will have a short career – 13:59
  • People have strengths and things that they are not good at – 15:35
  • Always focus on your strengths and your abilities – 15:46
  • A formula that may work for some of the advisors in the movement – 18:40

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