Being Process-Driven

Your clients are not buying into a sales process. They are buying into client engagement. Oftentimes, advisors are so focused on gathering assets that they overlook the client relationships and branding part of the business (and these are things that can lead to massive growth in the long run!).

Peter Dobrich articulates the importance of the client engagement process very well in this short clip below. Check it out

Stream the entire new episode of Always On by clicking here: paretosys.co/AODM_ep36