<p>The depth of your Client relationships is easily defined by the four "tables" to which you're invited...or not. </p>

The depth of your Client relationships is easily defined by the four "tables" to which you're invited...or not.

The Table Test

You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings.

We can help!  The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible.  We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings.

Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.

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You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings. We can help! The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible. We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings. Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.

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The Table Test

The Table Test