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Brett Hartvigson's Greatness Formula: Essential Tips for Financial Adv…

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작성자 Sebastian 작성일24-09-05 15:48 조회43회 댓글0건

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At the core of Brett Hartvigson's greatness formula is a focus on the client. Hartvigson insists that the most effective advisors prioritize their clients' needs above everything else. This means spending the time to learn about the financial goals of each client, their risk tolerance, and personal values. The advisor should develop a customized strategy which are in line with these aspects, rather than offering generic solutions. By putting the client first advisors can build trust and build lasting relationships, which are essential for sustained achievement.

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