Structuring better relationships with clients

David MacDonald of Hubbis

Oct 10, 2018

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1. How do you establish real relationships with your clients?

2. Do we tend to lead or follow in our conversations with clients?

3. How scared should RMs be around the digital revolution in wealth management?

Video transcript

1. How do you establish real relationships with your clients?

2. Do we tend to lead or follow in our conversations with clients?

3. How scared should RMs be around the digital revolution in wealth management?

 

 

 

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