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Understanding the Needs of Your Client
2024-02-07 • 3 min video

Discover how a financial advisor transforms client relationships by creating a council for open feedback, aiming to elevate service and personal growth. This initiative reveals the power of client input in reshaping and enriching the advisory experience.

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

 

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