Human-centric Investing Podcast
How to Identify Your Clients’ Money Style
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:24:28
- More information
Informações:
Synopsis
Clients relate to their money and their financial professional based on their "money style." Barbara Kay, business psychology coach, shares how to identify and tailor your communication to clients based on their particular style.
