
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Barron's Advisor
00:00
Enhancing Client Conversations in Financial Advising
This chapter emphasizes the significance of maintaining a balanced investment strategy to optimize returns, cautioning against common mistakes like buying high and selling low. It also introduces conversational techniques to enhance client interactions in financial advising, along with additional resources for further wealth management insights.
Transcript
Play full episode