
Know Your Client's Trust Levels
Mar 25, 2010 - 3:08
Radio and PodcastLive Radio & Podcasts
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely cri...
Know Thy Investments is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna. The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I hav...
This episode belongs to Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!.
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Published Apr 21, 2009, 2:57 long, audio available.