Beyond the pitch: Personalizing the client journey

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Spark...On the go

ivari

81 episodes

1 week ago

Discover how ethical influence shapes our work and relationships. Performance coach Michael Cooke breaks down the key principles of influence—like reciprocity, social proof, and authority. Whether you’re a leader or simply looking to strengthen your relationships, this episode offers actionable strategies and memorable anecdotes to help you become a more positive and effective influencer. To see our full legal disclaimers, please visit ivari.ca/podcast

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All content for Spark...On the go is the property of ivari and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Beyond the pitch: Personalizing the client journey

Spark...On the go

27 minutes

2 months ago

Beyond the pitch: Personalizing the client journey

In this episode, we chat with Renna Abdulgany, Sales Director at ivari, to explore how advisors can personalize their approach to client engagement. From building trust and navigating compliance to embracing patience and education, we unpack what it really takes to succeed in today’s evolving financial landscape. Whether you're new to the industry or a seasoned pro, this conversation offers fresh insights on how to lead with purpose and adapt with confidence. To see our full legal discl...