ဤအပိုင်းအကြောင်း
![Serve More Clients By Focusing On Conversations [191]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/serve-more-clients-by-BTYXpkIC4-_-1GhLB0-RfOr.1400x1400.jpg "Serve More Clients By Focusing On Conversations [191]")
Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction.
They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broader market and make a greater impact. If you're interested in learning how to serve more clients by honing in on what truly matters, this episode is a must-listen.
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ပြီးခဲ့သည့် အပိုင်းများကို ရှာဖွေပါ
Elementality for Financial Advisors | Elements Financial Vitals System™ ၏ ယခင်အပိုင်းများကို ရှာဖွေပါ
ဤ PODCAST တွင် အခြားသော အပိုင်းများ
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Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a "pre-scale" phase of developing effective services for clients—an effect.
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Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tang…
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Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.
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Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you'll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as…
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မသက်ဆိုင်ကြောင်းရှင်းလင်းချက်: ဤစာမျက်နှာပေါ်တွင် ထည့်သွင်းထားသော ပေါ့တ်ကာစ်နှင့် အနုပညာလက်ရာများသည် ၎င်း၏ပိုင်ရှင်၏ပိုင်ဆိုင်မှုဖြစ်သည့် Wade Anderson မှဖြစ်ပြီး Listen Notes, Inc နှင့် ဆက်နွှယ်ခြင်း သို့မဟုတ် ထောက်ခံထားခြင်းမရှိပါ။
ပြင်ဆင်ပါ
ပေါ့ဒ်ကတ်စ် ဒေတာဘေ့စ်ကို နောက်ဆုံးပေါ်အချိန်နှင့်တပြေးညီဖြစ်စေရန် ကူညီပေးသည့်အတွက် ကျေးဇူးတင်ပါသည်။
