19min chapter

The Human Side of Money cover image

129: The Best Ideas and Insights from 2024

The Human Side of Money

CHAPTER

Rediscovery Meetings and Client Connections

This chapter explores the implementation of rediscovery meetings in wealth management, showcasing how one advisor utilized audits to foster meaningful client discussions. It emphasizes the significance of emotional connections in financial advising, highlighting strategies like effective prospect screening and the creation of client-focused narratives.

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