Recap of Episode 6 of Yodal’s Brown Bag Series: The Power of Guiding Clients to Tell Their Life Story

In this recording we shared What’s in the Bag:

  • Financial planning and EP that place the client’s Life Vision where it should be
  • Balancing the client experience with business efficiency
  • Using Yodal effectively allows you to concentrate on the client’s needs
  • Empowering you, to make it happen, is a powerful feeling