I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the Advisor Websites blog. The article explains some conversational tools that financial professionals can use to build and strengthen their client relationships. Check out the article at […]
Monthly Archives: October 2013
Financial advisor article published at The Wealth Channel: Mastering the art of client conversations
I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the The Wealth Channel. The article lists a number of tools you can implement in your conversations with clients and prospects. Check out the article at the […]