When asked what they learned during this webinar, listeners responded: Excellent program and very relevant about keeping relationships client centered and motivational emotionally, etc - Allan M.
It's not a new idea but I like the emphasis on asking the right questions at the right time and really focusing on the collaborative effort with clients - Nathan M.
Taking a more holistic, client participation approach in the financial planning process. To gain a better understanding of their hopes, dreams, concerns and past experiences so to better navigate their financial planning success. - Paul S.
Attendees Comments:
Excellent program and very relevant about keeping relationships client centered and motivational emotionally, etc
- Allan M.
It's not a new idea but I like the emphasis on asking the right questions at the right time and really focusing on the collaborative effort with clients
- Nathan M.
Taking a more holistic, client participation approach in the financial planning process. To gain a better understanding of their hopes, dreams, concerns and past experiences so to better navigate their financial planning success.
- Paul S.