
Using Stories to Connect with Clients and Prospects
Barron's Advisor
00:00
The Role of Storytelling in Financial Advisors
Financial advisors spend a lot of time in telling stories and eliciting stories from their clients. What would you say is the role of story in the financial advisor process? "It's very important on both sides of the table that story listening and sharing is engaged"
Play episode from 01:37
Transcript


