Beyond the pitch: Personalizing the client journey
Update: 2025-08-11
Description
In this episode, we chat with Renna Abdulgany, Sales Director at ivari, to explore how advisors can personalize their approach to client engagement. From building trust and navigating compliance to embracing patience and education, we unpack what it really takes to succeed in today’s evolving financial landscape.
Whether you're new to the industry or a seasoned pro, this conversation offers fresh insights on how to lead with purpose and adapt with confidence.
To see our full legal disclaimers, please visit ivari.ca/podcast
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