Cultivating A Community For Clients With Dasarte Yarnway

12/07/2020 55 min Episodio 13
Cultivating A Community For Clients With Dasarte Yarnway

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Episode Synopsis

Financial advisors are constantly looking for opportunities to bring more value to their clients and as Dasarte Yarnway and I discuss, cultivating a community through the client experience may just be the next experience your firm needs to offer. We discuss how advisors can enrich their relationships with their clients, ways to cultivate community, and what we believe the benefit will be.