Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
How Do You Reach Your Clients?
Most advisors end up working with basically themselves, plus or minus about 10 years. It's really easy to design services that are useful and meaningful for them. So we tend to do two big meetings up front. One is more of that discovery meeting, you know, about their goals and values. And then the second meeting is usually about a month later where we dive into really putting together their action checklist.
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