31 min listen
Why Saying NO is Key to Building TRUST with Private Clients with Caroline Garnham
Why Saying NO is Key to Building TRUST with Private Clients with Caroline Garnham
ratings:
Length:
24 minutes
Released:
Jun 22, 2021
Format:
Podcast episode
Description
In this conversation Caroline and Francesco discuss the importance of having the courage to speak the truth to clients. Many advisors have become "yes" men and women and as a result, have put their interest ahead of those they serve. As Caroline says: "Trust is looking after your clients needs first not your own." Learn about Caroline's Club, where the best advisors meet and share wisdom with each other to better serve their Private Clients.
Released:
Jun 22, 2021
Format:
Podcast episode
Titles in the series (99)
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