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The surprisingly simple BEST question to ask a financial advisor
Manage episode 414135481 series 3569977
Konten disediakan oleh Sean Kernan. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Sean Kernan atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.
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