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
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.