Simply Financial With Christopher Calandra

The Importance Of Connecting With Your Clients - Podcast Replay

Episode Summary

Listen to this replay of this interview from the Your Life. Your Legacy. Podcast. We talked about getting to know your clients well, as well as tips for opening the door to client relationships. We also discussed the value of a good financial advisor relationship and the advantages of using technology for negotiation.

Episode Notes

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Here is what to expect on this episode:

• One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
• Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
• The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

You can find the link to the original episode here: https://www.youtube.com/watch?v=1LdXfZtPAnw

Your Life. Your Legacy. Podcast – YouTube Channel