From First Meeting to Forever Clients: Sanjay Shah's Proven Approach | Network FP

In this video, Sanjay Shah shares key tips for financial advisors to improve their practice. From researching clients on platforms like LinkedIn to maintaining clear communication via SMS or email, Sanjay emphasizes the importance of building trust, simplifying investment concepts, and tailoring advice to fit individual client needs. He also highlights the value of regular follow-ups, using technology for efficiency, and always prioritizing ethics by staying transparent and up-to-date on regulations.
Tune in for practical advice to take your financial advisory skills to the next level!
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