Do You Know Your Clients? - Financial DNA

What this episode covers

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?

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Frequently Asked Questions

How long is this episode of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!?

This episode is 2 minutes long.

When was this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode published?

This episode was published on January 27, 2010.

What is this episode about?

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...

Can I download this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode?

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