The words that win clients (and keep them) with Phil M. Jones
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The words that win clients (and keep them) with Phil M. Jones
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Steven Jarvis is joined by Phil M. Jones to explore how the right words can drive better client outcomes. Phil shares why success isn't just about expertise, but about knowing what to say at the right time. They discuss the shift from being a problem solver to a problem seeker, helping clients uncover issues they didn't realize they had. and practical ways advisors can structure conversations to build trust and inspire action. Discover practical strategies for effective communication, persuasion with integrity, and mastering conversational techniques to grow your financial advisory practice.
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