Between Meetings With Matt Heine
Ep 40: Communicating your adviser alpha - Carl Richards
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:40:05
- More information
Informações:
Synopsis
Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards - author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.