Changing Client Behaviour towards a Successful Financial Life
September 24, 2019
Podcasts
For Financial Planners
Changing Client Behaviour towards a Successful Financial Life
September 24, 2019
Interviewed by
Tony van Niekerk
More and more Planners are beginning to change their value proposition to clients. Clients must be invested in the Financial Plan, but also need to know that their needs are being listened to and that that their money will enable the life they envision.