3 Ways to Elevate Your Client Experience With ‘IHEARU’

Jul 5, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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The first step to outstanding client service is understanding precisely what your clients want and expect. The “IHEARU” principles developed at Taylor Financial Group guide you to that understanding. Plus, they help clients to fully comprehend every decision they make.

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