77: Best Questions For Each Step Of The Client Journey

The Human Side of Money - A podcast by Brendan Frazier

Categories:

Business

Every advisor always wants to know what questions to ask. But, more important than WHAT you ask is WHEN you ask it. A great question asked at the wrong time is no longer a great question. In this episode, we’ll go through six different steps of the client journey and arm you with three questions … Read More Read More