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The ENCORE Approach for Financial Advisors

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Articles

Below are articles referenced in the book. Please note that within some of these articles you will find additional links to content and activities.

Client Experience

  • How to Help Your Clients Avoid Costly Mistakes
  • 6 Good Reasons to Call Your Clients Now
  • Providing a  “Personal Touch” to Strengthen Client Loyalty
  • Summer Reading (Client Touch Point)
  • Using Email to Have Ongoing “Conversation” With Clients

Advocacy and Referrals

  • The Activity Challenge: Is Your Activity Holding You Back?
  • Client Advocacy and Referrals
    • Advocacy Matrix
Become a More Profitable Advisor

Book Resource Links

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