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How do you define client engagement? What does it look like in your mind? Are you intentionally creating an environment and opportunity for your clients to be fully engaged during their interactions with you? Are they co-creating their financial plan with you?

There is nothing more dangerous than hearing the words " I don't know, you are the expert, I will do what you tell me to do..."

These words are often great for our egos but it is a big red light we should take serious note of.

Join us for a discussion on what true client engagement looks like and the key to doing it successfully.

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