Apr 1, 2022
The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do.
On this episode, Dan will share his process for meeting with clients and setting expectations. This ‘co-design’ approach doesn’t just provide prospects with a clear understanding of your planning philosophy, but it also helps them see why it also makes the most sense for their retirement. We’ll also share the five areas that you’ll want to make a part of that co-design process.
Hopefully by the end of the show, you’ll have a clear vision for how to achieve this goal of managing 100% of your client’s money. If you have any questions, you can get on Dan’s calendar by visiting BookaChatWithDan.com.
So as you go through the episode today, keep an ear out for some of these topics that we cover:
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Here is today's show rundown:
0:45 – Equity markets responding to major events
1:45 – Affluent clients
3:22 – What I mean by ‘require’ 100% of money
5:41 – Show them why it’s illogical to not have you manage it all
9:18 – 5 areas to co-design with a client
10:18 – Talking with your client
13:34 – Holistic advisor
14:30 – Your marketing plan for this year
15:32 – Tools you need