Some advisors overly fixate on building more money for their clients. However, the goal is to build better lives - which can mean different things for different clients!
And how can advisors build better lives for their clients?
By engaging them in deeper relationships, actively listening to their needs, and enabling them to make the right choices.
If you want to improve your client relationships, learn how in this new episode of Always On. Tune in to the full episode now (or download for later!): paretosys.co/AODM_ep40