Bruce Sellery speaks with Judy Paradi, partner at StrategyMarketing.ca, about how identifying your unconscious biases can improve your conversations with clients and prospects. Then, James Pollard, owner of The Advisor Coach, talks about how working with niche clients can help you build a better practice.
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CREDITS
Hosted and produced by Bruce Sellery
Mixed and edited by Jason Perrier of Phizzy Studios
Editorial direction and visuals by the Advisor’s Edge team
Copyright 2019 Transcontinental Media G.P.