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The fact is, “being rich” is no longer enough for most clients. Today, success involves a lot more—including personal and professional achievement, a sense of happiness and a larger purpose. What’s more, the definition of a highly successful life can vary greatly depending on whether the client sitting across from you is a baby boomer, a Gen-Xer or a millennial.

The upshot: To build strong relationships, you need a deep understanding of each client’s view of a successful life. Discovering how your clients see success can potentially help you generate significant organic growth

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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46 episodes