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When you’re looking for new clients, it can be easy to focus on scoring the deal and forget the client. But that is a major mistake — your primary goal should always be to build trust, said “Money Whisperer” Joe McLean at the Inman Connect New York 2020 panel “Why Trust is the Key to Financial Success” at the Marriott Marquis.
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When you’re looking for new clients, it can be easy to focus on scoring the deal and forget the client. But that is a major mistake — your primary goal should always be to build trust, said “Money Whisperer” Joe McLean at the Inman Connect New York 2020 panel “Why Trust is the Key to Financial Success” at the Marriott Marquis.