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Brandon J. Wellman, CFP, RICP
You connect better with clients when you break down larger concepts and understand their personality type. In this video, Court of the Table member Brandon Wellman explains the strategies he uses to determine the different personality types of his clients. He discusses how understanding these differences can help you communicate more effectively and build trust.
Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP