It may be tempting to wow people with your knowledge and wit but they can sometimes become easily intimidating. In this week’s featured video, I share three tips to help YOU keep the conversation flowing!
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I benefited from Evan’s writing skills when he assisted me with a series of market commentaries that successfully communicated my investment philosophy with clients.
I also gained from Evan’s strategic abilities when he helped me effectively position my services to investors during the creation of my own independent practice. He is easy to work with, collaborative and really understands how financial advisors can best communicate with clients and prospects