Talk Like an Advisor Clear Path to Client Engagement

The New Rules of Client Engagement

If you want to scale your firm, you have to stop talking like a task-taker. Welcome to Week 2 of our “Shift from Survival to Scaling” series. This week is all about engagement because how you talk to your clients determines how much they value you. Why the Old Conversations Don’t Work Anymore Traditional compliance-based...

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Jeff Robertson