Let’s examine the client experience in your financial services practice. Who is the first person I would come in contact with at your firm? Are they trained in the behavioral intelligence of your clients? Do they even have the data in your CRM so they can easily remind themselves how to adjust their style to […]
Author Archive for: Leon Morales and Peggy Mengel
About Leon Morales and Peggy Mengel
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Entries by Leon Morales and Peggy Mengel