))
Episode 52 - 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018
Archived series ("Inactive feed" status)
When?
This feed was archived on January 05, 2018 04:38 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 196360302 series 1335244
Content provided by Matt Halloran and Kirk Lowe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Halloran and Kirk Lowe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
20 episodes
Share
