When it comes to engaging clients, it’s often more about the personal than it is about finance. But transcending the gap between the wealth management services we provide and the meaningful relationship we strive to build can be difficult for some advisors. In this interactive session, Tim will discuss how to define and refine your own narrative to drive results in interactions with clients and prospects. Tim will also discuss how to leverage your unique story to become “famous” in your own community — building your personal brand with the general public, media outlets and other centers of influence.
Director of Personal Finance,
BAM Advisor Services
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