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What if financial advisors approached their clients like doctors approach sick patients, with a goal of listening and understanding first, and only then moving on to diagnose and treat? It’s a movement that is catching on, and author Tony Steuer is here for it.
In this episode, Tony shares why he started the Get Ready Movement, what advisors can learn from doctors, how the financial industry can be more inclusive, and why good advisors know that it all comes down to asking the right questions.
Connect with us!
By Marla SoferWhat if financial advisors approached their clients like doctors approach sick patients, with a goal of listening and understanding first, and only then moving on to diagnose and treat? It’s a movement that is catching on, and author Tony Steuer is here for it.
In this episode, Tony shares why he started the Get Ready Movement, what advisors can learn from doctors, how the financial industry can be more inclusive, and why good advisors know that it all comes down to asking the right questions.
Connect with us!