FLBC 010: Putting the Serve Back into Financial Services
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
- How can we as a profession put the serve back into financial services? What actions can we take to make sure people in need of financial services feel they can trust advisors with this great responsibility?
- How can I serve you? Be a listener
- Refer away the business you can’t service. Seek the client’s best interest.
- Always follow-up. Remain accessible throughout the financial planning advice process.
Where to Find Us:
Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.
© 2016 DJH Capital Management, LLC.
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