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Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include: Position yourself for more referrals Enhancing trust with clients...
Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include:
Guest Michael DeJoseph of Vanguard Group joins the conversation and shares ideas including the importance of active listening for the client experience and referrals.
