How well do you know your clients‪?‬ The Wisdom Letter Podcast

This week, our focus is on understanding your clients better. Do you know where they're from, if they have children, or when their birthdays are? Developing a personal relationship with your client demonstrates that you're not solely interested in the financial benefits. This not only fosters stronger connections and trust but also creates opportunities for additional business and referrals. Tune in this week to learn more.