|Event Date||Thu May 6 EDT (5 months ago)|
Understanding your clients on a deeper, psychological level will lead to more open discussions that will ultimately allow financial advisors to build the best-possible plans and relationships. Join us for this fireside chat where an experienced industry professional will share strategies for getting to know your clients and their goals and aspirations better. We will also discuss how eMoney can guide these deeper client conversations.
Dr. Joy E. Lere
Psy.D, Psychologist, Consultant