How To Successfully Frame Client Expectations
Some tips to help you and your client be in alignment on their financial goals and how to achieve them.
Michelle Hoesly, CLU, ChFC, MSFS, CPC is president of Resource 1 Inc., a registered investment advisory firm. Hoesly is currently a registered representative with Ceros Financial Services, Member FINRA/SIPC. She is a 43-year MDRT member, past chair of the Top of the Table and served as MDRT president in 2014. She currently resides in Virginia Beach, Va. She may be contacted at michelle.hoesly@innfeedback.com.
