Скачать или смотреть Building Deeper Client Relationships Through Structured Conversations

Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, former Associate at DFA’s Global Client Group, now a Financial Planning Associate at Venture Visionary Partners, provide a crash course on hosting these events and making them authentic to your firm. Listen and follow along with the slides linked below as our special guests teach you how to add these intimate conversations into your business model for stronger client relationships and referrals.

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📚 Disclaimer:

At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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