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Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.
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By Barron's Advisor
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Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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