Conversations That Close – LIVE with Carey Yukich Part 2

In Part 1, Carey Yukich showed how her client conversations sound from both sides. In Part 2, she brings on a guest whose relationship with TrueWealth Advising Group, Inc. went a step further. This person started as a client and eventually joined Carey‘s team.

Carey and her guest will look back at how the relationship began and what kept it growing. They’ll also discuss how someone who has been through the planning process as a client brings a different lens to the work once they’re on the inside. You’ll hear what the client experience taught them, how that perspective shapes the way the team serves clients today, and what Carey has learned from having a former client help deliver the experience she built.

This session is for advisors who think of client relationships as long-term partnerships and want to see where one can lead. You don’t need to have attended Part 1 to join us in December, but together the two sessions show a relationship from the first conversation through the one where the client joined the team.