How have you used Financial Literacy Month to help your clients and deepen your relationships? April offers an excellent opportunity to discuss the importance of financial literacy with your clients and the heirs of their wealth. A natural time of renewal and re-engagement, this period also has many programs associated with it, which help create accessibility to untapped topics with your clients.
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Use Financial Literacy Month to Deepen Your Relationship with Clients
Posted by Ray Sclafani on Apr 20, 2015 1:36:00 PM
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Client Engagement, Financial Literacy Month,, education