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Practice Management
8 Ways Clients Can Help You Serve Them Better
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David LeoGuest Expert: David Leo,

This presentation from financial advisor coach David Leo discussed eight things you can share with clients on how to act so they get the most out of the relationship with you and so you can most ef...

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Discussions & Comments

Missy Davis 2 years 5 months ago
Comments from listeners:

The issue of time and patience in planning. This was an extremely useful course.
- Mark Z.

They had many good points to consider.
- Patricia B.

I learned referral tips and questions to ask after a meeting.
- David L.
Comments from listeners:

The issue of time and patience in planning. This was an extremely useful course.
- Mark Z.

They had many good points to consider.
- Patricia B.

I learned referral tips and questions to ask after a meeting.
- David L.

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This presentation from financial advisor coach David Leo discussed eight things you can share with clients on how to act so they get the most out of the relationship with you and so you can most effectively and efficiently help them reach their objectives in working with you.