Very insightful podcast for Financial Advisors
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“This podcast is a great resource for Financial Advisors. The first episode provides guidance on how to tailor conversations to have effective conversations based on the preferences of four specific investor archetypes. This makes a lot of sense as some people are analytical and want numbers, while others are more creative and respond better to stories. According to the trailer, there are lots of other great topics coming that can enable great client conversations that can lead to new business and increased client satisfaction. That's a win-win!”Read full review »
Teebeem via Apple Podcasts ·
United States of America ·
09/12/16
More reviews of Better conversations. Better outcomes.
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“Very informative with actionable items I can use immediately”
NATO Tornado2016 via Apple Podcasts ·
United States of America ·
09/12/16
“Thanks!”
bwcmilwaukee via Apple Podcasts ·
United States of America ·
07/30/18
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“Really informative, interesting and well produced. Thank you for the great podcast BMO!”
VerociousV via Apple Podcasts ·
United States of America ·
09/26/16
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