Managing client expectations continues to be the most challenging aspect of financial services. Everyone has unconscious biases, whether we want to admit it or not. Recognizing these fundamental tendencies makes client relationship-building faster and easier.
Join us to learn how asking the right questions can be a meaningful part of growing your business. We’ll discuss:
Learn how to ask the right questions that lead to uncovering client expectations and build a successful book of business.
Most clients will think “it won’t happen to me.” But that’s why you’re an advisor and a planner – to protect your clients financial futures – no matter what happens.
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