In this conversation, John Kailunas II and Kevin Berwald discuss the critical role of listening in building relationships with clients in the financial advisory space. They emphasize the importance of 'bonding by listening' and how effective note-taking can enhance understanding and trust. Kevin shares personal experiences and techniques that have proven successful in his career, highlighting the need for advisors to prioritize listening over preconceived notions. The discussion also touches on the use of technology to aid in listening and note-taking, ultimately leading to better client relationships and improved sales outcomes.

Podcast Closing