How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that represent a family office model, and what that means to and for clients.You’ll hear from:Tim Bosworth, CFPBrandon Heckert, AAMS, CFPEpisode breakdown:0:28 – How to describe exactly what your firm is doing2:05 – Defining exactly what a family office does5:04 – Bringing accessibility to clients’ experiences and understanding of your services8:58 – Providing detailed financial advice no matter what the asset level