In this conversation, Alan Reid shares his extensive experience in the financial services industry, emphasizing the importance of innovation and technology in driving change. He discusses the challenges of legacy systems and regulations, the potential of cryptocurrencies, and the need for transparency in shareholder engagement. Reid highlights the evolving landscape of finance and the opportunities for firms to adapt and thrive in a rapidly changing environment. Chapters 00:00 Introduction to Financial Coaching and Growth Strategies 02:00 Identifying Constraints in Financial Advisory Practices 09:23 Client Optimization and Revenue Growth Strategies 11:52 Understanding Pricing and Value in Financial Services 17:31 Addressing Client Concerns: Retirement and Tax Planning 18:08 Client Optimization and Asset Management 20:34 Generational Shifts in Investment Perspectives 23:48 Niche Marketing and Client Segmentation 28:48 Growth Strategies for Financial Advisors 34:11 Closing Deals and Building Trust