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John Scherer
Financial advisor who offered a unique value-add experience to his clients by organizing a Legacy Letter event.
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Apr 2, 2024 • 32min
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode