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Month: May 2019

Changing the Conversation Part IV: Enhancing the Impact of your Client Discovery Conversation

By Rick Swygman | May 1, 2019

Whether you are an advisor, coach a team of advisors or lead a division, the purpose of this brief article is to encourage you to pause for a minute and honestly reflect on your approach and your firm’s approach to the Client Discovery Conversation and, more specifically, think about how you would answer the following…

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