Radical Honesty – Perry Chesney Consulting

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Female financial advisor leaning over table pointing to paper and talking to a black couple.

Completing the Narrative of What Clients Want Most From Their Financial Advisors

Financial Advisors\February 16, 2023181Views 0Likes 0Comments

Radical honesty can move us away from focusing on selling to our clients and into helping our clients.

Financial advisor speaking with an elderly couple at a table.

Great Financial Advisors Don’t Need a Marketing Strategy

SkillsJanuary 4, 20231KViews 2Likes 0Comments

George Bernard Shaw was famously quoted as saying, “…Eventually, every industry becomes a conspiracy against the public…” Nowhere is this more evident than in the financial services industry.