What is Undermining Success?
2024-06-04 • 1 min video
Watch the full Blue Square Video, "Overcoming the Interlude: Turning Intention into Action for Financial Advisors Ep. 179", where Duncan outlines a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. Link is here: youtu.be/QrzUus_W7xY