In this episode Joseph and Michael focus on the relationships and expectations between prospects and client relationship officers. The relationship starts with an open dialog that matches client expectations and financial goals with the appropriate risk profile. Of course the most important rule to live by is that the client is always correct.
Hosted by Joseph Wolf and Michael Dadoun
https://www.linkedin.com/in/joseph-wolf-ta/
https://www.linkedin.com/in/michael-dadoun-80b25618/
Produced by DABRU Podcasts
