Look for clients who are open to new relationships.
By Art Kuesel
For The Rosenberg MAP Survey
The pandemic has been a time for all of us to re-think why and how we do what we do.
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It’s time to start fresh. I’d start with a handful of clients who would be open to what a new relationship could look like and start the conversation with different questions, which will allow us to find different answers and ultimately reposition our role as an advisor for success.