Client Meetings Part 2: Conducting With Purpose Osaic Technology podcast

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Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic 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.

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Client Meetings Part 2: Conducting with Purpose

7M ago 21:46

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MP3•Beranda episode

Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic 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.

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage your CRM to create "homework" for you and the client.

… continue reading

78 episode

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

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Client Meetings Part 2: Conducting with Purpose

Osaic Technology Podcast

published 7M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic 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.

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage your CRM to create "homework" for you and the client.

… continue reading

78 episode

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

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