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Do You Know Your Clients? artwork
Education

Do You Know Your Clients?

Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna

Jan 27, 20102:17Education

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...

About This Episode

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...

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Episode Details

Published Jan 27, 2010, 2:17 long, audio available.

Questions About This Episode

What is Do You Know Your Clients? about?

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?

Where can I listen to Do You Know Your Clients??

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Which podcast is Do You Know Your Clients? from?

Do You Know Your Clients? is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.

How long is this episode?

This episode is 2:17 long.

When was this episode published?

This episode was published on Jan 27, 2010.

Can I save Do You Know Your Clients? for later?

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Are there related episodes from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!?

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.

Quick Answers About This Episode

Where can I listen to Do You Know Your Clients??

You can listen to Do You Know Your Clients? on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Do You Know Your Clients? is from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.

What are the episode details?

Published Jan 27, 2010 and 2:17 long