
Know Your Client's Trust Levels
Mar 25, 2010 - 3:08
Radio and PodcastLive Radio & Podcasts
No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going to walk in the front door for their first meeting with you. As you work with the...
Do You Know Your Clients? is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna. No matter the industry, providers of products and services are always saying something to the ef...
This episode belongs to Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!.
Use the player on this page to stream the episode online.
Published Jan 27, 2010, 2:17 long, audio available.
No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going to walk in the front door for their first meeting with you. As you work with the client a bit you have a greater collection of knowledge but still not the whole picture. It can still take 10 years or more to really know who you are dealing with". Do you truly know the life and financial motivations of your clients? Their deepest desires? Do you know their risk tolerance? Do you know what types of products and services they want?
You can listen to Do You Know Your Clients? online on Radio and Podcast. Open the player on this page to stream the available audio.
Do You Know Your Clients? is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.
This episode is 2:17 long.
This episode was published on Jan 27, 2010.
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Yes. This page shows related episodes from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! when more episodes are available from the podcast feed.
You can listen to Do You Know Your Clients? on this page when the episode audio is available from the podcast feed.
Do You Know Your Clients? is from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.
Published Jan 27, 2010 and 2:17 long