Welcome to Episode 20 of The Customer Journey! Last week, Mike and Greg talked about the major disconnect between an advisor and a prospect which was understanding their wants and needs.

This week, they’ll talk about what it means to be professionally informal during the customer journey. Relationships are such a critical advantage for business owners, and being professionally informal during the customer journey can help the advisor maintain a sense of relatability with potential clients.

Check out the rest of this week’s episode now! And don’t forget to subscribe to stay tuned for more valuable content to help you navigate the ever-evolving landscape of financial advising.

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