Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.

Chapter 7: What Makes A Great Meeting? 

• How can financial advisors apply NASA’s approach of making small course corrections to ensure their client meetings consistently build trust and guide clients toward long-term success?
• How do you ensure that you're always discovering (ABD) during meetings, rather than just following a set agenda, and how has this approach helped you uncover crucial client information in unexpected situations?

Chapter 8: Five Top Tips for Advisors

• How can financial advisors help clients recognize and overcome emotional biases, like Ian’s reluctance to sell at a profit, to make more rational investment decisions?
• How can financial advisors effectively use KPIs like Client Satisfaction Score or Net Promoter Score to improve their client relationships and grow their practice?

In this episode, Steve discusses:

• Stay committed to your vision to endure setbacks and build lasting entrepreneurial success
• Embrace critical feedback to fuel personal growth and business improvement
• Prioritize legacy and impact over recognition to define true success
• Build trust first to elevate roles as educator, advisor, or facilitator
• Use data and client insights to enhance communication, service, and referrals

Connect with Steve Manuel:

Website: https://thegamechangingadvisor.com/

Steve’s Book: https://www.amazon.com/dp/1964046483

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.