The Evolution Of Client Communication With Carol Anderson and Andree Peterson

MQ Research & Education President Carol Anderson recently joined Matt Ackerman of Integrated Partners for a podcast discussing the evolution of communication and what advisors can do to ensure their intention to connect is clear.
“Oftentimes, if a planner just takes a few minutes before a client meeting to really center themselves…it really does get them in that space where they’re ready to really tune into the client…and to view them as an individual that has unique expectations, a unique set of circumstances, a unique set of challenges.”
Click here to listen.