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 paper, Mastering the Conversation: A Guide to Excellent Client Communication, which Heather Kelly and the Advisory Solutions Team at Allianz made available in 2022.
No name/email needed to access PDF: https://tinyurl.com/MTCGuide
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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