Venue
Webinar

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu May 6 EDT (5 months ago)
Location Webinar
Region All
Details

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.

Speakers

Presenter:

Dr. Joy E. Lere
Psy.D, Psychologist, Consultant