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Tag: legacy

Why Leading with Curiosity Works Best to Preserve Families and Perpetuate Businesses with David Specht

#014 — Focusing on people over product, including being genuinely curious about even the non-obvious influences on the decision-making process, leads to creating client relationships that last for generations. Family-business expert David Specht is the Director of the Drucker School Global Family Business Institute. He says advisors need to understand that curiosity trumps credentials when bringing lasting value to client relationships.

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