Are you a good communicator? How do you know? In this article, 4 Keys to Mastering Client Conversations, Marie Swift of Impact Communications offers some ideas that bubbled up during her work on a new, forthcoming paper, Mastering the Conversation: A Guide to Excellent Client Communication, which Heather Kelly and the Advisory Solutions Team at Allianz will be making available in 2022.
She also touches on the Conversations That Matter research was conducted in 2020 and rolled out to the financial planning and investment advisor community in 2021.
Read 4 Keys to Mastering Client Conversations for some quick insights now as you look toward the New Year and how to excel as a financial professional serving your own valued clients.
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