Tuesday Jan 09, 2024
Are You Prepared to Help Clients Live Their Best Life? – Episode 8
The fact is, “being rich” is no longer enough for most clients. Today, success involves a lot more—including personal and professional achievement, a sense of happiness and a larger purpose. What’s more, the definition of a highly successful life can vary greatly depending on whether the client sitting across from you is a baby boomer, a Gen-Xer or a millennial.
The upshot: To build strong relationships, you need a deep understanding of each client’s view of a successful life. Discovering how your clients see success can potentially help you generate significant organic growth