Good listening skills and presenting a client with a solution are often enough to ease their financial pain. But is that enough to bring financial health? In this video clip, Reese Harper and Chad Jardine explain that real financial health requires that you deliver much more.
On this Elementality podcast, Reese and Chad discuss how creating value during the client experience requires an ability to balance both the functional and emotional jobs your clients require. It’s not easy, but balance is what’s needed for clients to find the value they are really seeking.