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What happened:I was listening to a leadership podcast. I've been studying leadership accidentally for over 20 years.
Why is it relevant: Financial advisors are reluctant to get real with their clients and this is a problem.
Lesson I picked up from this: Get real with your clients as soon as you can. This is how you will connect with them in a meaningful way.
CTA: On a scale from 1-10 how real are your conversations with your clients?
By Joe SotoWhat happened:I was listening to a leadership podcast. I've been studying leadership accidentally for over 20 years.
Why is it relevant: Financial advisors are reluctant to get real with their clients and this is a problem.
Lesson I picked up from this: Get real with your clients as soon as you can. This is how you will connect with them in a meaningful way.
CTA: On a scale from 1-10 how real are your conversations with your clients?