TRAP: The Real Adviser Podcast Today's The Day!
May 9, 2024
This podcast covers topics such as succession planning in financial advisory businesses, empathetic financial advising, webinar organization strategies, client charges, investment strategies, and the role of bonds in investments. The speakers also emphasize the importance of self-care for leadership success and reflect on the challenges and opportunities in the financial industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 1min
Succession Planning and Client Relationships in Financial Advisory Businesses
01:29 • 14min
Empathetic Financial Advising
15:28 • 3min
Insights on Webinar Organization and Content Marketing Strategies
18:53 • 2min
Exploring Communication Methods and Fair Customer Treatment
21:11 • 2min
Navigating Client Charges and Investment Strategies
22:44 • 17min
Reflecting on Business Life and Planning Ahead
39:45 • 2min
Rethinking the Role of Bonds in Investments
41:18 • 7min
Prioritizing Self-Care for Leadership Success
48:14 • 17min