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ALL NEW ZEALAND FINANCIAL ADVISERS

Achieving the appropriate level of client engagement can be measured by the frequency and willingness of clients to introduce you to other potential clients.

Establishing a client’s DNA communication style will extend your reach, network, and revenue.

Check out a sample client summary report here 

Check out a sample Client Meeting Guide here

Discover your Communication DNA – click here, complete login details, and fill out the questionnaire.

This short video provides an explanation of the client profiling and engagement concepts.

Please take a few minutes to watch this presentation then contact us to discuss further.

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