It’s Not About You! Earning and Sustaining Relevance as a Wealth Advisor

Relevance is the pertinence and importance an advisor earns in the financial life of a client. When you are the client’s first call to discuss meaningful topics affecting their financial life, you have earned relevance. The question for advisors and wealth leaders today is: How will we earn and sustain relevance with our clients over tomorrow?


Key Takeaways:

  • Learn how to see yourself as clients see you
  • Understand the importance of refreshing your client engagement approach
  • Learn the importance of agility as an advisor


08 Dec




Ryan Medina, Chas Phillips

Event Type:

Organized By:

Qode Interactive