<p>Periodic calendared meetings allow you to deepen client relationships, but they are no longer the best way to demonstrate your value.</p> <p>On this Elementality podcast, Reese Harper and Chad Jardine discuss why meetings should focus on therapy as you use other proactive interactions to show clients how planning is moving their finances forward.</p>

Periodic calendared meetings allow you to deepen client relationships, but they are no longer the best way to demonstrate your value. On this Elementality podcast, Reese Harper and Chad Jardine discuss why meetings should focus on therapy as you use other proactive interactions to show clients how planning is moving their finances forward.

Shifting from Client Meetings to Client Conversations

Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.

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Shifting from Client Meetings to Client Conversations

Shifting from Client Meetings to Client Conversations