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Do You Know What’s Worrying Your Clients? Are You Sure? – Episode 6

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Manage episode 389035747 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues might negatively impact their sense of financial security.

That means you’ve got to make sure you’re clear on what your clients are worried about—and then take steps to discuss and address those fears so that your clients feel that they’re supported and in the hands of a real leader.

Here’s how to make that happen.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 389035747 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Advisors who help their clients navigate through today’s financial stormy weather will be well positioned for tremendous success. The reason: Your clients—even the extremely affluent ones—are concerned about a number of issues going on in the world today and how those issues might negatively impact their sense of financial security.

That means you’ve got to make sure you’re clear on what your clients are worried about—and then take steps to discuss and address those fears so that your clients feel that they’re supported and in the hands of a real leader.

Here’s how to make that happen.

  continue reading

18 episodes

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