3min chapter

Financial Advisor Success cover image

Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand

Financial Advisor Success

CHAPTER

How to Decouple With Clients

The client base is more in the age 45 to 80 range. They appreciate some financial strategy but are not interested in coaching or any type of deeper transformative work. And so building out the model there to have ongoing good conversations with them over time that get their financial planning and investment needs met. This is part of my, I'm in process of getting certified as a life coach. But it's right where I'm at today, like looking at potentially building out a group coaching program within it.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode