In this week’s episode, Dr. Mary Bell Carlson and Jonathan Walker challenge financial advisors to embrace technology and humanity to achieve efficiency and emotional intelligence with clients.
These industry experts from the Financial Behavior Keynote Group agree that by establishing a solid rapport, advisors can better understand their clients' needs, goals, and values, thus being able to provide more personalized and meaningful service. Building trust with clients also ensures a long-lasting relationship, leading to continued success and growth for both the client and the advisor.
And if you want to learn more about how Three Crowns can help you create your own podcast, check out the links below to get started:
In this week’s episode, Dr. Mary Bell Carlson and Jonathan Walker challenge financial advisors to embrace technology and humanity to achieve efficiency and emotional intelligence with clients.
These industry experts from the Financial Behavior Keynote Group agree that by establishing a solid rapport, advisors can better understand their clients' needs, goals, and values, thus being able to provide more personalized and meaningful service. Building trust with clients also ensures a long-lasting relationship, leading to continued success and growth for both the client and the advisor.
And if you want to learn more about how Three Crowns can help you create your own podcast, check out the links below to get started: