

11 - How To Win Clients and Influence People PART ONE
9 snips Jan 20, 2023
The Trap Pack discusses client acquisition process, Monk Mode lifestyle, winning clients in financial advisory, creating positive work environments, corruption in Sicily, and the Shaping Wealth program for advisors. They also share insights on sports events, client asset security, and the Netflix series Bad Sisters.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Monk Mode Lifestyle and Client Engagement
02:26 • 4min
Navigating Certification and Client Asset Security in Finance
06:37 • 7min
Strategies for Winning Clients in Financial Advisory
13:13 • 33min
Building Positive Work Environments in Financial Planning Firms
45:51 • 23min
Exploring Corruption in Sicily and Shaping Wealth Program for Advisors
01:09:15 • 2min
Discussion on Bad Sisters and Future Episode Preview
01:11:11 • 2min