Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: Shifting from Client Meetings to Client Conversations
Pub date: 2021-11-16

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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.

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.