The key to any relationship is good communication and it’s no different for a financial advisor and their client. Everything we do relies on being able to effectively convey information and clearly lay out a plan that everyone understands.
To celebrate June being effective communication month, we wanted to talk about our process for communicating with clients and how that’s changed since we first got into the financial profession more than 15 years ago. With more and more people moving to virtual communication, it changes our approach and we’ll tell you how we try to meet people where they’re most comfortable.
Here’s some of what we’ll discuss in this episode:
Visit us online: https://cardinalwg.com/
Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
Ep 5: Everything You Need To Know About Roth Conversions
Ep 4: All About The Benjamins – Is “Cash” Good Or Bad?
Ep 3: Where To Find Bias In Financial Media
Ep 2: Which Excuses Keep You From Retiring?
Ep 1: Must-Have Financial Advisor Traits
Ep 0: Getting to Know Anthony Aulffo
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