À PROPOS DE CET ÉPISODE
How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.
“You have to take a human first approach. Some people get it quickly, and they start doing it early on in their career. For me, it took a few decades, but better to be slow than stupid.”
Key Takeaways:
- Embracing a human-first approach doesn't require a seismic shift—start by simply shifting the conversation.
- Understanding clients' money stories can profoundly impact your financial planning recommendations.
- The benefits of conducting "rediscovery" meetings and tactics for initiating the conversion.
Connect with us:
Resources Mentioned:
Anglais
États-Unis
TRANSCRIPTION 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de The Advice Business Podcast.
AUTRES ÉPISODES DANS CE PODCAST
Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone.
In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leader…
Think you’ve mastered the risk conversation? Think again.
In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover:
1️⃣ Mos…
Want to grow your advisory firm without burnout and finally attract clients who actually feel like a perfect fit?
In this episode, Zach Conway and Kelsey McKenna sit down with Dan and Natalie Slagle, the powerhouse duo behind Fyooz Financial Planning, to share how they built a thriving, human-cente…
Think your brand is just a logo and a color palette? Think again.
We talk through what branding really means for financial advisors — and why it’s the secret growth engine most firms are overlooking.
Co-hosts Kelsey McKenna and Zach Conway sit down with John Scianna, founder of Objective Brand and …
Is your tech making your client experience better or just busier?
In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personaliz…
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Seeds , qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
MODIFIER
Merci de nous avoir aidé à tenir la base de données de podcasts à jour.
