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Safe Space with Francesco Lombardo

Jun 22, 2021

In this conversation Caroline and Francesco discuss the importance of having the courage to speak the truth to clients. 
Many advisors have become "yes" men and women and as a result, have put their interest ahead of those they serve.  
As Caroline says: "Trust is looking after your clients needs first not your own." 
Learn about Caroline's Club, where the best advisors meet and share wisdom with each other to better serve their Private Clients.