A cornerstone of Hartvigson’s expert advice is the importance of building strong, trust-based client relationships. He emphasizes that successful advisors view their clients as partners in their financial journey, not just as customers. This involves regular communication, understanding clients’ long-term goals, and offering personalized advice tailored to their specific needs. Hartvigson’s approach encourages advisors to engage with clients on a deeper level, fostering loyalty and enhancing client satisfaction through attentive service and personalized financial planning. For more info click here #BrettHartvigson
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