Episode Synopsis "The Table Test"

The depth of your Client relationships is easily defined by the four "tables" to which you're invited...or not.

Listen "The Table Test"

More episodes of the podcast AdvisoryEDGE

• The Only Three Steps in Selling
• How Online Meetings Will Evolve in 2021
• Words That Have Always Worked
• Prospecting: How to Get Leads and What to Do With Them
• Avoiding Typical Advisor Syndrome
• Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
• Behavioral Finance Essentials: Anchoring and Adjusting
• Don't take the bait!
• Asking Smart Level 1 Questions
• Five Tests of Your Practice-Building Strategy
• SMART Q4 Objectives
• The Table Test
• Love and the Client-Centric Agenda