Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros

Power Your Advice

English - January 21, 2020 14:20 - 12 minutes - 13.2 MB
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Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing: The importance of honing your key value points when presenting to prospects Why the Institute for Wealth Management focuses on managing risk first, returns second … Continue reading Episode 2 – Involve Your Clients in Their Process – with Matt Madeiros →