In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. It’s hard to ask clients that tired old question, “If you know anybody who could use my services, please let me know.”It’s kind of like me asking you, “Do […]
Podcast
How to talk to a grieving widow: ask to learn, not to fix
Being a financial advisor for widows requires a high degree of empathy
October 18, 2021
