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Mastering both the approach to valuable conversations and the 'conditions' in which valuable conversations will be held is crucial for advisory teams aiming to help clients lead their best possible lives. This Roundtable/Podcast shares how Certainty Advice teams are handling those more sensitive Discovery (and re-Discovery) Conversations when additional skills, focus and vigilance is required.
By Jim Stackpool - Founder Certainty Advice GroupMastering both the approach to valuable conversations and the 'conditions' in which valuable conversations will be held is crucial for advisory teams aiming to help clients lead their best possible lives. This Roundtable/Podcast shares how Certainty Advice teams are handling those more sensitive Discovery (and re-Discovery) Conversations when additional skills, focus and vigilance is required.