Building Trust in the Classroom

Daniel Goldsmith of Ascend Financial Group joins Nick to discuss the crucial role that classroom-based education plays in building trust with clients. He illustrates ways advisors can use personalized service and transparency to foster long-term relationships, leading more efficient client acquisition and improved lifetime value. You’ll also hear insights to how FMT-driven Rejuvenate Your Retirement courses have helped him cultivate trust and success with retirees in his market.