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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

FromSafe Space with Francesco Lombardo


Why Saying NO is Key to Building TRUST with Private Clients with Caroline Garnham

FromSafe Space with Francesco Lombardo

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)

Safe Space is the Premiere Podcast for NXTGEN Family Business Leaders. Your host Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with  families, Lombardo has identified a universal connection between people’s relationship to money and the impact this has on their families, businesses and legacies. On this show he will dive in with some of the worlds most prestigious families to talk about that.