26MDRT-60A: The Psychology of Money: A 6-Meeting Process to Build Trust with Advanced Markets

In the world of ultra-high-net-worth individuals, money is more than just numbers, but many advisors still try to sell products when these clients are seeking trust. Mureddu shares how to use the psychology of money to have meaningful and strategic conversations with high-level clients. - Montserrat Mureddu Gonzalez, FSCP