Get clients for life
If you are an advisor and want to be retained for life, I believe your chances will dramatically increase [if you help a client discover their life purpose and understand their behaviors]. -Hugh Massie To help a client discover their life purpose you need to undertake discovery to get to the core of their life and understand their behaviors. Whilst it takes trust to do this, leading the process will also bu\ild incredible trust. If you are an advisor and want to be retained for life, I believe your chances will dramatically increase with this approach. As an advisor, helping your clients discover their life purpose will enhance the goal setting process and building a quality life. Not only for them, but also for you.
-Hugh Massie, in AdvisorMax discussion Wealth Mentoring Your Clients
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