How to Simplify the Way You Talk to Clients
Feb 17, 2022•25 min•Season 1Ep. 26
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Episode description
Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.
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