Secrets of Successful Advisors℠ with Ken Haman cover image

What’s the Difference? The One Thing That Every Prospective Client Needs to Know About Your Practice

Secrets of Successful Advisors℠ with Ken Haman

CHAPTER

Understanding the Experience of Wealth: How it Impacts Conversations with Wealthy Prospects

This chapter emphasizes the importance of advisors understanding the experience of wealth when speaking to wealthier prospects and highlights the need for genuine curiosity and empathy.

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