12.05.2023 - Serve Clients
8 Ways Clients Can Help You Serve Them Better
Presented by 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 effectively and efficiently help them reach their objectives in working with you.
Attendees Comments:
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.
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.
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.