#78 Strategic Client Segmentation w/ Gregory McLaughlin, Financial Planner, Centinel Financial Group, LLC
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Since 1999, clients have chosen to work with Greg McLaughlin (http://www.gregorymclaughlin.com) because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients as they prepare for the psychological shift that occurs during retirement. The goal is for clients to look at their financial picture through a 360 degree lens while balancing two very important concepts; emotions and finance.
In this episode, Chris and Greg discuss:
1. Expanding Your Network Through Sports, Schools, and More
2. The Power of Asking the Right Questions
3. Why Your Energy Level Matters in Client Communication
4. How Emotional Intelligence and Empathy Build Client Loyalty
LinkedIn: linkedin.com/in/greg-mclaughlin-ms-cfp®-bfa-™-aif®-3386174
Website: https://www.livingwellteamcfg.com/
https://www.centinelfinancialgroup.com/
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Website: https://uhnwc.com
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Ultra High Net Worth Clients with Chris Brodhead
Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!
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