Super Session 5: Client Primacy: Inspiring Intentional Outcomes

Monday, May 1, 2017 -
11:15am to 12:30pm

Session type:

Where would your clients place you on their “professional respect continuum?”  Are you at the pinnacle, perhaps right alongside their doctor?  This presentation explores the disciplines of “the intentional advisor” who practices the art of new client attraction, becomes the client’s first call whenever money and life intersect, and develops an “outside-in” lens.