• How to get your client to take action

  • Jul 14 2022
  • Duración: 24 m
  • Podcast

How to get your client to take action

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan.  They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner. 
    Más Menos
Más Menos

Lo que los oyentes dicen sobre How to get your client to take action

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles