• How to get your client to take action

  • 2022/07/14
  • 再生時間： 24 分
  • ポッドキャスト

How to get your client to take action

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan.  They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner. 
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan.  They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner. 
続きを読む 一部表示

How to get your client to take actionに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。