If you want to convert more prospects into life-long clients…

You need to know the answer to two questions: Why do people hire a financial advisor? Why do people fire their financial advisor?

They just might be the two most important questions for any advisory business.

Fortunately, Samantha Lamas and Danielle Labotka did the research to get the answer to those two questions. And, what they learned will forever transform the way advisors approach client acquisition and client retention.

Here’s what you’ll learn:

• How to create digital content that makes an emotional connection
• The connection between listening skills and higher client retention
• The most commonly cited reasons for both hiring and firing an advisor
• The most commonly listed emotional reasons driving hiring and firing decisions
• The “Value Prop Makeover”: 3 steps to effectively communicate your emotional value

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier