EPISODE · Jan 27, 2010 · 2 MIN

Do You Know Your Clients?

from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! · host financialdna

No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going to walk in the front door for their first meeting with you. As you work with the client a bit you have a greater collection of knowledge but still not the whole picture. It can still take 10 years or more to really know who you are dealing with". Do you truly know the life and financial motivations of your clients? Their deepest desires? Do you know their risk tolerance? Do you know what types of products and services they want?

Episode metadata supplied by the publisher feed · Published Jan 27, 2010

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This episode was published on January 27, 2010.

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