
Enhancing Client Communication and Interactions
The Perfect RIA
Empathy and Experience: Understanding Clients from the Ground Up
This chapter illustrates the significance of advisors gaining understanding by immersing themselves in the client's perspective, drawing on personal narratives starting from basic roles. By sharing anecdotes from their time as janitorial staff, the speakers convey the value of firsthand experience in fostering empathy and delivering impactful guidance.
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