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Kevin Myeroff
Principal and Senior Strategic Advisor of Sequoia Financial Group, a Barron's-ranked independent advisor. Expert in improving client conversations and maximizing advisor value.
Best podcasts with Kevin Myeroff
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Feb 11, 2025
• 13min
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
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Kevin Myeroff, Principal and Senior Strategic Advisor at Sequoia Financial Group, shares transformative insights for financial advisors. He emphasizes reframing questions to better understand client needs, focusing on their dreams and fears. Myeroff explores the impact of rising life expectancy on personalized financial planning and the importance of emotional support during market fluctuations. He also discusses establishing trust through clear expectations and suggests techniques to enhance client conversations, ultimately boosting advisor-client relationships.
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