
The soft conversations matter the most
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<p>It's important to know a lot more about your clients than just their financial situation; <a href= "https://www.accountingtoday.com/podcast/the-soft-conversations-matter-the-most%20" target="_blank" rel="noopener">John Napolitano</a> of US Wealth Management explains why you need to pry into their inner lives to serve them better. </p>