
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Barron's Advisor
00:00
Do You Have Great Pricing Discipline?
i once sat at a meeting for a couple of hours with an adviser who asked two uestions. If there was a book to be written about your life, this is a gentleman who just sold his business, what would you like it to say? The client felt incredibly listened to, understood, and weere able to move forward on starting that relationship. And i think that's a pretty heavy and intense thing, but boy, that can tell you a lot. Brings a new meaning to begin with the end of exactly, exactly. Back more to the business aspecte next point is having pricing discipline and consistency.
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