client connections

Podcast: Practicing Mindfulness for More Authentic Client Connections

Published

December 5th, 2023

Category

Podcasts

Episode Summary: In this episode of the Top Advisor Marketing Podcast, Saundra Davis – a certified mindfulness teacher, master certified coach, financial behavior specialist, and Executive Director of Sage Financial Solutions – joins host Matt Halloran to discuss the importance of mindfulness and self-awareness for financial advisors. They discuss how these practices not only enhance overall service delivery but also directly contribute to substantial growth, client retention, and increased referrals in the advisory realm.

Listen to the episode: Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)

Topic

Finance

Tags

Finance, Saundra Davis, Communication

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