In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Mitch Anthony and Steve Sanduski, CFP® discuss client-centric versus human-centric advice and how to truly meet client needs.
Mitch Anthony and Steve Sanduski, CFP® discuss how to address the unexpected with clients and build their confidence during setbacks.
Mitch Anthony and Steve Sanduski, CFP® discuss how to use language more effectively and unlock the power of metaphors.