Are You Helping Your Clients Live Their Best Life? – Episode 10 In today’s world, where it’s challenging for investors to differentiate between various financial services providers, standing out requires more than just getting good returns on investments. What makes you different in the eyes of affluent prospects and clients is how well you can […]
What Your Clients Want From Life—Men Vs. Women Edition – Episode 9 We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue […]
Are You Prepared to Help Clients Live Their Best Life? – Episode 8 As a financial advisor, you’re well aware that your clients want to achieve significant success in life. But here are a few questions to consider: Do you really understand what those clients want out of life? Do you know what “living their […]
Clients to Advisors: We Need to Talk About Our Relationship – Episode 7 Your clients think you’re terrific, right? And you’re certain that you’re giving them a client experience that means they’ll stay loyal and tell all their affluent friends about you? Not so fast. The fact is, far too many advisor-client relationships are in […]
Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6 Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues […]
Want Loyal Clients? Do This! – Episode 5 Affluent clients today need great advice and guidance like never before. Far too many currently rate their financial advisors as fair or poor. Others say their advisors aren’t reaching out to help them navigate today’s volatile environment. And a shocking percentage of clients say they’re willing to […]
This is What Opportunity Looks Like! – Episode 4 The next 12 to 36 months may very well be the best time that advisors will ever see in their career to really transform their business by taking on a significant number of higher net worth clients. The reason: A truly shocking number of affluent investors […]
For Financial Advisors Today, Volatility = Opportunity – Episode 2 The levels of confusion and volatility that advisors’ clients are experiencing today are off the charts. High inflation that hasn’t been seen in decades, rapidly rising interest rates, concerns about the health of the entire banking sector, the ongoing war in Ukraine—the list goes on […]
Keep Your Top Clients Loyal – Episode 1 Welcome to The Preeminent Financial Advisor Podcast What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? We created The Preeminent Financial Advisor Podcast […]
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