NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA
ZOOMApril NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA The Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies. April 14th | 2 pm eastern Have you ever made a planning recommendation to a client that you worked…