Seven Habits of Highly Effective People, Habit Five: Seek First To Understand Than To Be Understood

Mastering the fifth habit in the best-selling book, “7 Habits of Highly Effective People” by Stephen Covey, can directly benefit your Wealth Management Firm by improving your relationships with clients and prospects.

You can set yourself apart as an advisor by actively listening, and paying attention to verbal, as well as non-verbal, cues.