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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik
Manage episode 447862218 series 3554142
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In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by fostering a "sticky" relationship with both clients and their families.
In this episode, you will be able to:
- Understand the importance of building "stickiness" with clients for long-term engagement.
- Discover actionable strategies to enhance client relationships and establish trust.
- Learn how to involve family members or business partners in planning for seamless client transitions.
- Gain insights into effective communication between CPAs and financial advisors for better client outcomes.
- Hear about best practices in hosting family meetings to secure intergenerational connections.
For more information or to reach out, contact Jeff Panik via his website at https://www.balancewealthpartners.com/
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