It takes more than kindness to build lasting client relationships!

Sara Grillo

Sara Grillo द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Sara Grillo या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

2M ago 5:05

MP3•एपिसोड होम

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!

The post It takes more than kindness to build lasting client relationships! appeared first on Sara Grillo.

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