How to Simplify the Way You Talk to Clients

from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

Episode metadata supplied by the publisher feed · Published Feb 17, 2022

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How to Simplify the Way You Talk to Clients

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This episode was published on February 17, 2022.

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