• 35 CAS Sales: When are Advisory Services a Bad Fit?

  • 2024/09/27
  • 再生時間： 6 分
  • ポッドキャスト

35 CAS Sales: When are Advisory Services a Bad Fit?

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags early and steer clients toward the right services, ensuring better outcomes for both your firm and the client.
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags early and steer clients toward the right services, ensuring better outcomes for both your firm and the client.
リーダーシップ 経済学
続きを読む 一部表示

35 CAS Sales: When are Advisory Services a Bad Fit?に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。