Sign up to save your podcasts
Or
Share Talking With Your Clients: The Power of Performance Comparisons
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Talking With Your Clients: The Power of Performance Comparisons
Looking to inspire clients to get on the right track with their personal finances? Whether measuring against their peers, or themselves, benchmarks can motivate them to become more accountable to their goals. On this episode of Elementality, Reese explains to the clients of his RIA how benchmarks can push people to reach their potential.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
Looking to inspire clients to get on the right track with their personal finances? Whether measuring against their peers, or themselves, benchmarks can motivate them to become more accountable to their goals. On this episode of Elementality, Reese explains to the clients of his RIA how benchmarks can push people to reach their potential.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,743 Listeners
Behind The Advisor
135 Listeners
The Meb Faber Show - Better Investing
931 Listeners
Capital Ideas Podcast
281 Listeners
Animal Spirits Podcast
1,984 Listeners
Wall Street Breakfast
1,012 Listeners
The Perfect RIA
456 Listeners
The Compound and Friends
2,049 Listeners
The Long View
883 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
Barron's Advisor
110 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
119 Listeners
Retirement Planning Education, with Andy Panko
715 Listeners
Only Fee-Only
16 Listeners
Advisor Marketing Made Simple
20 Listeners