EPISODE 4: How to enroll clients by utilizing a very special kind of conversation

from Trusted Advisor Podcast Series · host Lori Coonen

Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Episode metadata supplied by the publisher feed · Published Dec 1, 2021

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EPISODE 4: How to enroll clients by utilizing a very special kind of conversation

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