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

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Manage episode 381571690 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.

“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.

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 381571690 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.

“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.

  continue reading

19 episodes

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