In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.
Length: 38 minutes
In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.
Length: 38 minutes