Needs Based Planning

Everyone has some goals in life that they get super excited about. Your clients have it too. Perhaps they have their own bucket list.

Are you helping them get closer to their needs every day?

This week on the Always On podcast, Tyson Ray and I discuss how you can take your relationship management to the next level through “needs-based planning.”

Tune in now by clicking here: paretosys.co/AODM_ep40