The Key to Building a Million Dollar Practice The W Pulse

In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your communication to a generation or gender is likely not getting you where you need to go. This presentation will help you better understand your client’s behavioral profile – regardless of which demographic they fit into – to ensure you are making a lasting connection and truly helping your clients reach their financial goals.