Can 20 Years of Client Trust Be Lost in One Conversation? Why Relevance Has to Be Re-Earned Through Every Stage of Life
In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver-Johnson explore one
wealth management
Discover Before You Design: The Diagnostic Method for Better Client Outcomes
Most advisors know they should ask questions before making recommendations. Yet many rush through discovery
Verbal Tennis: Jeff Mount’s Smarter Way to Start Advisor Conversations
Most advisors have been taught to perfect the 30-second elevator pitch. But according to Jeff