VC4-30 Keith Dorson and treating your clients like they own their own lives

Keith Dorson owns Win-Win Investments, a financial planning firm. He's not the first financial planning professional on the podcast, but he's the first to call his clients owners; they own their lives, their journeys, their stories. Keith treats them like that. It's pretty cool to hear him share his approach to practicing customer intimacy. I hope you enjoy it as much as I did. Learn more about your ad choices. Visit megaphone.fm/adchoices