Barbara Kotlyar

Two Client Meeting Mistakes You Might Be Making

Two Client Meeting Mistakes You Might Be Making

Today, a guest blogger…

The Blueleaf Blog would like to welcome Barbara Kotlyar as today’s guest blogger! Barbara works to help financial advisors like you “bridge the gap” between you and your clients. Today she’s stopping by to explain two client meeting mistakes you may be making.

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computer with listsMany advisors are starting the New Year by meeting with clients and creating a plan for the coming year.