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Podcast: Osaic Technology Podcast
Episode: Client Meetings Part 3: Follow-Up Activities and Homework
Description: Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for after the client meeting. Â Â Â