Secrets of Successful Advisors℠ with Ken Haman cover image

What's the Difference? The One Thing That Every Prospective Client Needs to Know About Your Practice

Secrets of Successful Advisors℠ with Ken Haman

00:00

Success Shapes Perspective

Wealth influences individuals’ experiences and perceptions. Advisors must recognize that wealthy clients have a fundamentally different outlook compared to those still in the accumulation phase. Understanding this distinction is crucial for effective communication and relationship-building in financial advising, as it affects how advisors should approach conversations with more affluent prospects.

Play episode from 04:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app