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What Makes an Ideal Client?
2024-02-05 • 1 min video

Discovering the unexpected, a council meeting unveils diverse client perceptions about their status as "ideal clients,' sparking a transformative dialogue. This revelation marks a pivotal moment, emphasizing the crucial need for advisors to articulate the value of their enduring client relationships more clearly.

This is an excerpt from episode 53 of the "Always On with Duncan MacPherson' podcast featuring Mike "Cy" Cajthaml Jr., Pareto Systems Business Advisor.

Stream the new episode of Always On here: paretosys.co/AODM_ep53

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