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Priti Ajit Kucheria, LUTCF, CFP
Priti Ajit Kucheria, LUTCF, CFP
in Annual MeetingJul 11, 2018

3 ways to stand out

With so many financial advisors out there, why should clients be committed to you? What can you do differently that makes them want to work with you? In this session, Kucheria shares three techniques she utilizes to stand out from the crowd.
Communication techniques
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Author(s):

Priti Ajit Kucheria, LUTCF, CFP

MDRT Member: 23 years