The Preeminent Advisor Audio Podcast

Why Aren’t You Asking Clients About Their Other Advisors? – Episode 3


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“Ask and you shall receive” is one of those lessons that so often ends up being true in life. For financial advisors, it’s advice that can go a long way toward building much greater client loyalty and attracting lots of additional assets.

Trouble is, most advisors don’t ask their clients about important details that could mean a stronger business and a life of real significance.

It’s time to change that. Watch or listen and find out how.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights