Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

223: You're Not Growing Because You're Not Relevant

Elementality for Financial Advisors | Elements Financial Vitals System™

00:00

Understanding Client Needs for Effective Financial Growth

This chapter emphasizes the significance of grasping what clients fundamentally seek from their financial advisors. It addresses the challenges of the 'cycle of sad solutions' and underscores the necessity of a clear value proposition for achieving sustainable growth.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app