The surprisingly simple BEST question to ask a financial advisor

22/04/2024 6 min Temporada 1 Episodio 4
The surprisingly simple BEST question to ask a financial advisor

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Episode Synopsis

This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.