Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway.
But truthful and constructive feedback can be a gift. In this episode we explore six times where it makes sense to ask for client and prospect feedback and we'll show you the proper way to ask.
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Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com