Advisor Institute

Engage Clients in the Decision-Making Process

 

Advisor Institute

Engage Clients in the Decision-Making Process

Engage Clients in the Decision-Making Process

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June 17, 2024

 
 
Jun 2024
 
 

Set a collaborative tone to ensure clients feel at ease and that they're active participants in the decision-making process.


 
Key Takeaway

Shift your mindset.
Rather than thinking, "What can I say to look smart?," ask yourself, "What can I ask to learn more?".

 
 
 
 
Advisor Institute
Take client relationships to the next level.
 
 

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MIDDLE EAST

Dubai: MSIM Ltd (Representative Office, Unit Precinct 3-7th Floor-Unit 701 and 702, Level 7, Gate Precinct Building 3, Dubai International Financial Centre, Dubai, 506501, United Arab Emirates. Telephone: +97 (0)14 709 7158).

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