What in the event you might decode a shopper’s monetary habits earlier than the primary assembly? Nina Hajjar has finished simply that by making a customized “cash character” evaluation. This modern instrument helps her advisory staff higher perceive shopper habits, tailor communication types, and ship extra personalised, constant service throughout their $500-million follow.
Nina is a companion at Stratos CA in Los Angeles, and he or she joins the present right this moment to share how her framework transforms the planning course of, enhances conventional threat evaluation, and even shapes advisor coaching by means of what she calls “the artwork of the assembly.” Hear in as she discusses her method to acquisitions, classes realized in hiring, and the way private development—and intestine intuition—have guided her management journey.
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