65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
00:00
Navigating Client Engagement Challenges
This chapter explores the difficulties advisors face with client disengagement, particularly under regulatory pressures to provide continuous service. It emphasizes the importance of regular communication and accountability, discussing personal experiences that highlight the necessity of annual planning meetings. The conversation also reflects on the tensions between client preferences for minimal interaction and the adviser's regulatory responsibilities.
Transcript
Play full episode
