8月 01 2024
透過專業、支持與信任成為宛如教練般的後盾
讓客戶能夠完整卸下心防無疑是理財顧問的課題，但卻也是不可忽視的重要環節，MDRT臺灣地區會員 吳旻駿先生分享他如何成功突破心防、獲得客戶青睞，並提醒客戶應注意的風險，以及如何以同理心傾聽客戶需求，了解他們的觀念和價值觀，並提供適合的建議，協助客戶做出明智的財務決策。
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