Power Your Advice

Power Your Advice


Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros

January 21, 2020

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Matt Madeiros, President & CEO of the Institute for Wealth Management, discussing: The importance of honing your key value points when presenting to prospects Why the Institute for Wealth Management focuses on managing risk first, returns second … Continue reading Episode 2 – Involve Your Clients in Their Process  – with Matt Madeiros →