Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore…
Clients, InsurMark, The Breakthrough Advisor
Creating an Unforgettable Client Experience (Ep. 53)
Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why…