Episode 345: Who Is Your Client?

Monday Morning Mojo

English - August 06, 2018 04:02 - 5 minutes - 5.7 MB - ★★★★★ - 17 ratings
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Previous Episode: Episode 344: Owning the Issue

Next Episode: Episode 346: System Abusers

Do you take too narrow of an approach in defining your client? In order to continue serving our clients from generation to generation, it is essential that we transform the definition of “client” from an individual to the entire family unit.

Join us as we explore the importance of including the whole family in financial planning. We challenge you to encourage longevity in your client relationships and witness them thrive.

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References:

James E. Hughes - Family Wealth: Keeping It in the Family: https://amzn.to/2Ow3RmZ