The Preeminent Advisor Audio Podcast

Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6


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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 might negatively impact their sense of financial security.

That means you’ve got to make sure you’re clear on what your clients are worried about—and then take steps to discuss and address those fears so that your clients feel that they’re supported and in the hands of a real leader.

Here’s how to make that happen.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights