Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.
Episode twelve: Client Conversations – What Really Matters
Founded in 2012, Rubach Wealth has undertaken a unique approach to wealth management that begins with a new perspective – that the ‘client’ in the advisor-client relationship is not the client themselves, but rather the people, causes and objectives that each client cares about most.
Join us on September 10th at 11:00 am EDT for a Coffee Talk with Elke Rubach of Rubach Wealth, as she discusses the right questions to ask and the right conversations to have towards discovering what the deeply-held values and goals of clients truly are – along with tips that can benefit every financial advisor in their business development journey.
Please refer to the chart below for your local timezone:
|
