Client Values and Goals #2
Play • 44 mins

In this episode we talk about selling your value, and how to engage and start working with your next clients.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website

Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: Professional Wealth Services Website:

Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: CFL Financial Planning Website:

Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: Inspiration Cafe Website:

Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: Aspire Planning Website:

Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: Astute Wheel Website:

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