Highlights from the Commonwealth National Conference
Taking time to understand client goals and helping them develop plans is crucial to client retention, say Justin Duft , JD, CFP®, CLU®, ChFC®, CLTC®, MSFS®, vice president of advanced planning at Commonwealth. Here, he explains how a holistic approach enables clients to express their dreams and wishes, establishing deeper, more profitable, longer-lasting advisor-client relationships. Justin Duft Consultative Approach to Client Service
Justin Duft https://youtu.be/kvN1rT3vC8g
Click here for more information!
11
Powered by FlippingBook