Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations - podcast episode cover

Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations

Feb 11, 202513 min
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Episode description

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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