Neale Godfrey delivers powerful coaching and training seminars for corporate audiences and financial professionals, offering actionable tips to strengthen client relationships by focusing on their greatest assets (their children and grandchildren).
As a financial institution, it is critical that you show your clients that you care about their greatest assets, whether it be their children or their grandchildren. That’s why your company must empower its financial advisors with the talking points and tools to show their clients that they care about their whole life, not just the growth of their client’s investment accounts. Neale Godfrey offers simple, yet actionable tips to help your financial advisors facilitate these money discussions.
Vital takeaways for your financial advisors include:
- Tips and tools to raise financially responsible kids
- Connection points to have real conversations with the next generation of investors