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Client Success Starts with Human Connection
Автор: Bette Hochberger, CPA, CGMA
Загружено: 2025-06-23
Просмотров: 53
Описание:
Navigating finances can be overwhelming for clients—not just logistically, but emotionally too. At our firm, we know that success in financial services isn’t just about numbers. It’s about people.
In a recent video, our Director of Client Success, Jordan, shares key strategies that help turn discomfort into long-term client relationships.
Learn more: https://bettehochberger.com/?post_typ...
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