WATCH
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EPISODE DESCRIPTION
In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.
Brandon and Tom discuss:
→ Developing a client roadmap, making it easy, and explaining the "why".
→ Setting deadlines and providing incentives.
→ Looping in referral partners and staying top of mind with social media.
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TANGO ONTARIO
📧 Email Us → ontario@tangofinancial.ca
🔫 Bulletproof Compliance Guide
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CONNECT
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SAY THANKS
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