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

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작성자 Travis 작성일24-09-05 15:49 조회41회 댓글0건

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The core of Brett Hartvigson's success formula is a focus on the client. Hartvigson states that the most effective advisors focus on their clients' needs above everything else. This requires spending the time to learn about each client's financial goals, risk tolerance, and personal values. Advisors must develop strategies that are based on these elements instead of providing generic options. By prioritizing clients, advisors build trust and establish lasting relationships, which are crucial to sustaining growth.

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