Tell Your Story to Connect With Clients

For financial advisors, telling your story is a great way to connect with clients, according to Dr. Preston Cherry, founder and president of Concurrent Financial Planning. “It’s an opportunity to connect,” Dr. Cherry told attendees at Exchange: An ETF Experience on Tuesday, adding that clients want a “trusted space.” Dr. Cherry explained: “It’s an opportunity [...] The post Tell Your Story to Connect With Clients appeared first on ETF Trends .