Are you really aware of what your clients care about and need? Sonya joined Matt and Kirk of the Top Advisor Marketing Podcast to discuss the 5 things clients ACTUALLY care about. Financial advisors 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 experience they need to ensure their continued satisfaction and happiness.
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Earlier Event: January 27Implementing Impact Investing in Your Practice
Later Event: March 9The What, Why, and How of Impact Investing in an Advisory Practice