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Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relationships that last!
You’ll learn:
Why kindness is just the beginning for building lasting client relationships.
The 5 C’s of success every advisor needs to know.
How to avoid common pitfalls like “reverse churning” and inconsistent service.
Practical strategies for demonstrating value and protecting yourself and your clients.
Don’t miss out on this valuable discussion! Listen and learn how to start building trust and a thriving practice!
