Cliff A. Lansley

Nov 21, 2024 | ftadviser.com | James Woodfall |Cliff A. Lansley |Carmen Reichman

You don’t have to be a financial adviser to know that this too often rings true. In their new book, which launched yesterday (November 20), Woodfall, a former financial planner-turned-consultant, and Lansley, who runs the Emotional Intelligence Academy, tackle the many aspects to forming a successful client relationship - right from the start.