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ENGAGE 2017


PFP1704 - The Key Commandments of Wealth


Jun 12, 2017 9:05am ‐ Jun 12, 2017 10:20am

Standard: $49.00

Description

Mr. Steiner will discuss how common sense wisdom from everyday life can also make you a better wealth manager – and a better advisor to clients.

He will discuss principles such as:

  • Start with the client’s core values – and ensure the client’s financial plans and investment strategies are aligned to them.
  • Always ask why – and don’t assume you know how your client would answer.
  • Know your firm’s niche – and capitalize on your specialties.

Speaker(s):

Tags: PFP

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