FPSC Symposium: Three essentials to truly get to know your client
Mitch Anthony, President, Advisor, Insights, Inc., explains the three elements that are a must to truly get to know your client. Anthony explains that advisors must pay attention to: 1) transitions 2) defining experiences and 3) he gives tips on how to listen in an empathetic way. Anthony spoke at the Financial Planning Vision2020 Symposium in Toronto.
- By: Mitch Anthony
- November 21, 2013 October 30, 2019
- 08:40