This week I attended the Financial Behavior in Retirement Summit in Chicago and presented “Really Knowing Who Your Clients Are”. The presentation guides advisors to understand the importance of knowing the natural behavior of clients and uncovering their life and financial motivations in order to tailor services to them.
By customizing their services, advisors will gain confidence and engage clients. In the planning process, helping clients understand who they really are can improve their financial results.
Financial Planning Magazine has published an article highlighting the?presentation. To read the article on the Financial Planning Magazine website, click here: “Confidence and Client Engagement: Keys to Advisor Success“.
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