Surprise, Sincerity and Creativity: Engaging Clients during Crisis

Share:

Listens: 0

Knowledge. Shared

Business


John L. Evans, Jr., Head Strategist of Knowledge Labs™, speaks with bestselling author Dr. Joseph Michelli about what advisors can do to engage meaningfully with clients during these difficult times. Anticipating and meeting clients’ unstated needs is key, as is finding creative and sincere ways to show support and solidarity.