Estimated reading time: 0 minutes, 16 seconds

Advisors can engage their clients and strengthen relationships by using appropriate teaching styles for each investor’s preferred method of learning. So reports Financial Planning.

Some clients learn best by being actively engaged during presentations while other clients may respond best to graphic charts, videos, or audio.

Read the full article from Financial Planning.

Last modified on Sunday, 02 August 2015
Read 3209 times
Rate this item
(0 votes)
Tagged under

Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline