53. Stop Solving Small Problems
The Elite Financial Advisor Podcast With Sten Morgan
00:00
Is Your Clients Not Talking About Their Advisor Most?
If you are curious about your growing ability to recognize problems, solve those problems and convince people they're better off with you, build a different kind of practice. Most clients don't talk about their advisor in the context of, oh, they're handling my assets better because that's just generally not how they view them. If that client is caught at the right time and give an extra value, there's a good chance they would consider moving.
Transcript
Play full episode
