I don’t do what you do. But, I’m a very
important part of what you do: I’m a client.
I would like to share with you the things
that we – your clients – obsess about when
we aren’t with you.
I hope this doesn’t scare you, but we don’t
think about you very much. When we do, it
is imperative that we are on the same page
and functioning as a team. How do we do
that? Clients need to understand the value
you bring to the table as their advisor.
A PEEK INSIDE YOUR CLIENT’S
BY ROBERT M. GIGNAC