There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...
When a client leaves his or her financial advisor, the advisor rarely attempts to talk to the client about why they made the decision to end the relationship. That is a lost opportunity, says Larry ...
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, shares the best question advisors can ask at the start of a new client interview.
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