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Communicating value with Simon Russell – Behavioural Finance expert
The power of having something to look forward to
Most clients want to feel heard and understood. They’re human after all. One of the best ways to make this happen is with meaningful conversations. Valuable, yes, easy no. Over the past months I’ve been honoured to partner with the super smart Julie Littlechild, Founder of Absolute Engagement (based in Canada), on a new initiative to help Advisers hone their … Continue reading How to have more meaningful client conversations