How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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What Your Clients Value
2022-06-07 • 20 second read

If you think about a twenty-minute conversation with a great client, you talk about their Family, Occupation, Recreation and Money. The first three relate to why financial independence is important to your clients. The last item speaks to how you get them thereā€¦

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