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How To Create Deeper Relationships With Clients

In an engaging episode, Countable Co-founder, Atin speaks with our guest, Shannon Lee Simmonsan award-winning Financial Planner and Founder of New School of Finance. Shannon draws on her decade-long experience of successfully advising and retaining clients while sharing her insights on how to build lasting client relationships.

Key Topics:

00:00 – 02:35 Introduction to Shannon
02:36 – 05:16 Fostering a deeper relationship
05:17 – 09:00 Building trust
09:01 – 11:53 How to ensure people are interested
11:54 – 15:55 Establishing trust with your clients
15:56 – 19:21 How to hire the right people
19:22 – 24:45 How and when to scale your business
24:46 – 29:36 Dealing with unsatisfied customers.
31:50 – 35:20 The important aspects of building a business
36:17 – 40:34 Scaling; enough vs too much
40:35 – 42:02 Keys to success
42:03 – 42:49 Closing remarks

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