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How To Build A Monthly Service Calendar [211]
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Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings rate and liquidity, typically taking no more than 4-5 hours per month for a client base of 100-150 people.
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