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Developing and Maintaining Client Trust and Commitment with Amy Mullen
Manage episode 388888053 series 2946070
Indhold leveret af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Amy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.
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