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Working Smart

By Lee Rossini

A financial advice business offers intangible services, and as such, faces unique challenges when it comes to managing and meeting client expectations. Unlike tangible products, services cannot be touched, seen, or physically evaluated before purchase, which can make client expectations more challenging to define and fulfil. Understanding these expectations and ensuring that they are met is essential for client satisfaction, a good relationship, and word-of-mouth referrals.

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