The Sense Making Approach to Client Engagement

On-Demand | 50 minutes
Discussion Topics:
COVID 19 has scrambled both commercial banking and wealth management clients, forcing them to make financial decisions in a highly chaotic environment. Watch to learn about a new sales approach to accelerate into the recovery by helping clients make sense of chaotic information. Show More Show Less
Hosted by
Host
Danielle McKinley ,
Director, Advisory
Host
Rick E Karlton ,
Managing Vice President

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