Keys to Effective Client Profiling

Client profiling is an important skill and a tactic that allows you to deepen the client relationship and provide great client service at every client interaction.

David Greene, Managing Partner at Greene Consulting for over 20 years, has extensive experience in working with advisors across the country helping them hone their skills and approach to wealthy clientele. His experience in the industry ranges from work in investment research and asset management to investment manager evaluation and search.

In this video segment, David explains some key rules for developing a repeatable, effective client profiling process and explains the techniques of top advisors that distinguish them from the rest of the field.

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