Creating Connected Trusting Relationships with Clients: Guide to an Integrated Discovery Process

Tom McCullough, Dennis Jaffe, Jim Grubman
Published: Jun 17, 2021

Turning prospects into enduring clients is what many of us as advisors to family enterprises seek. It is the quality of our relationships, not the quantity, where true meaning in our work and mutual satisfaction lies. This article is a great reminder of the pivotal role thoughtful discovery at the outset plays and offers a […]

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