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The Values Conversation

By Rod Zeeb

If you want to build strong relationships with prospects and clients, the values conversations is critical.  In fact, it’s one of the most important conversations clients want to have with you.  And if you want to manage “all of the assets” you cannot afford to skip over it.

About the Author

Rod Zeeb

Rod Zeeb

Rod Zeeb is passionate about training advisors to deliver what High Net Worth clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with wealth transfer.
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