How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Beware of Loyalty Fatigue
2022-07-18 • 1 min audio

A client might have told you, “There is no need for our upcoming meeting. I am busy, but I trust whatever decisions you’ll make.” This can seem like a good thing. Your client trusts you and doesn’t feel the need to discuss matters with you. But it can actually be detrimental to your relationship! I explain how in this short clip.

Stream the entire episode by clicking here

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