Podcast: Play in new window | Download

Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn’t resonate. By incorporating these 5 things into your practice, you will be able to give clients the expereince they need to ensure their continued satisfaction and happiness.
Links:  Kurtosy Blog Post | SONYA DREIZLER