『42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi』のカバーアート

42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi

42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi

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 Communication is key in advisor-client relationships. “How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.Jerry and Unitifi, a wealth management technology, believe in behavioral finance as a tool to help advisors better communicate with clients. Jerry joins us to discuss how Unitifi identifies personality attributes and behaviors in clients and prospects, then provides advisors with tips on how t...
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