Barron's Advisor cover image

Strategies for Turning Difficult Clients Into Favorites

Barron's Advisor

00:00

Do You Have Any Actionable Advice for Clients?

The biggest thing, i think, is that when you're having internal meetings and you're talking about the client, or your doing a client review. Talk about what you know about this person, what do they value? How do they think about this process? What do they most care about with what you're doing? And if you can't answer those questions, you n y think about super quickly.

Play episode from 18:55
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app