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Kim tells us about the top 5 question she asks clients to help them understand the financial truth. She also talks about how she makes them feel like they are not being judged, so they can relax and share more information with her.
She shares the importance of making an agenda with very important steps, that way it becomes all about the customers and less about you.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
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Kim tells us about the top 5 question she asks clients to help them understand the financial truth. She also talks about how she makes them feel like they are not being judged, so they can relax and share more information with her.
She shares the importance of making an agenda with very important steps, that way it becomes all about the customers and less about you.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Show Notes
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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