Financial Advisor Success cover image

Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar

Financial Advisor Success

00:00

Navigating Financial Acquisitions and Client Relationships

This chapter explores the complexities of acquiring a financial practice, emphasizing valuation, client retention, and effective negotiation strategies. The discussion highlights the significance of building strong client relationships and understanding emotional factors in financial advisory roles. Through personal reflections and professional insights, the speaker illustrates the path to enhancing client interactions and business growth in a planning-centric advisory firm.

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