In this episode Joseph and Michael focus on the relationships and expectations between prospects and client relationship officers. The relationship starts with an open dialog that matches client expectations and financial goals with the appropriate risk profile. Of course the most important rule to live by is that the client is always correct. Hosted by Joseph Wolf and Michael Dadoun https://www.linkedin.com/in/joseph-wolf-ta/

https://www.linkedin.com/in/michael-dadoun-80b25618/ Produced by DABRU Podcasts

Welcome to a new season of Market Makers IL, where we pivot slightly and do a deep dive into the world of private banking. We're going to tell you why, we're going to tell you how, we're going to tell you the details of some of the products for your personal banking needs. Our focus on high net worth banking and investment management will help you understand private wealth strategies. We think you're going to learn a lot, we're going to have a lot of fun, and we hope you do too.

No suit, no ties, no questions left unasked, Market Makers IL is a financial podcast where we will bring you conversations about shekels and stories about Success in the Israeli market.

Hosted by Joseph Wolf and Michael Dadoun

https://www.linkedin.com/in/joseph-wolf-ta/

https://www.linkedin.com/in/michael-dadoun-80b25618/

Produced by DABRU Podcasts For advertising and collaborations, please contact us at info@dabru.biz

Welcome to a new season of Market Makers IL, where we pivot slightly and do a deep dive into the world of private banking. We'll explore various aspects of personal banking and offer financial advice, covering topics from money management to investment products. This season aims to provide valuable insights into high net worth banking and financial planning, ensuring an informative and engaging experience for all listeners.

No suit, no ties, no questions left unasked, Market Makers IL is a financial podcast where we will bring you conversations about shekels and stories about Success in the Israeli market.

Hosted by Joseph Wolf and Michael Dadoun

https://www.linkedin.com/in/joseph-wolf-ta/

https://www.linkedin.com/in/michael-dadoun-80b25618/

Produced by DABRU Podcasts For advertising and collaborations, please contact us at info@dabru.biz