The Efficient Advisor: Tactical Business Advice for Financial Planners 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Apr 2, 2024
Financial advisor John Scherer discusses how he deepened client relationships with Legacy Letters, a unique value-add experience. He shares details on the event's impact, client feedback, and tips for other advisors. The Legacy Letters helped clients create lasting family legacies beyond finances, strengthening bonds and redefining advisor-client relationships.
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Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Exploring the Positive Impact of Legacy Letters on Clients
04:20 • 3min
Exploring Personal Loss and Emotional Expression
07:46 • 2min
Creating Engaging Client Events
09:24 • 5min
Client Connections through Legacy Letters
14:13 • 14min
Encouraging Advisors to Embrace Impactful Activities
28:34 • 3min