Building Intergenerational Relationships
Автор: Financial Advisor Coaching & Training -Joe Lukacs
Загружено: 2024-02-26
Просмотров: 51
Описание:
#shorts Fostering connections with your clients and their families should go beyond financial matters.
Break away from the traditional wait-until-the-funeral mindset and embrace a proactive approach to client relationships.
Start to build bridges with the adult children of our valued clients NOW. By doing so, we're strengthening our relationships and ensuring a seamless transition for the next generation.
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