Good Till Canceled

Money Talks: Advisor Culture, Stalled Client Growth, Getting in Your Own Way, Nike's and Hot Streams — 042


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We dive into the reality of advisor culture, exploring why so many financial professionals fail to deliver exceptional service and what truly makes clients leave.

• Communication is the #1 reason clients leave advisors
• Advisors trying to appear "too busy?"
• The ONE thing that kills your marketing every time
• LinkedIn's decline 
• Instagram and YouTube's future
• How advisors limit their growth with client meetings
• Why most people don't seek financial help until they've experienced significant pain
• Penny smart, dollar stupid
• FUN: Card shows, new Nike, New Balance, and hot shows Black Rabbit and Dark Wolf

We hope you enjoy!

Thanks for listening!

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