Episode Synopsis "Clients want a Personal Relationship"

In recent podcasts, Richard talks about how to deliver what clients want. First, you have to ask them what they want and value. The second step is to identify ways to drive value. Our financial planning and wealth management clients say they want a personal relationship. Hear simple ways to make deeper client connections. Music: Computer by State Shirt Music can be found at freemusicarchive.org. Music has be altered and repurposed for and by Richard Dvorak of The Illuminate Business Advisors Podcast. 2018 Richard Dvorak and Illuminate Business Advisors. All Rights Reserved.

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