Finding Advisors Who Are Truly Client-Centric скачать в хорошем качестве

Finding Advisors Who Are Truly Client-Centric

When advisors truly know their clients, as people and not just as numbers on paper, they can better help them achieve financial and other goals. On the latest episode of Optimizing Your Financial World, we're exploring what client-centric advisors do to bring real value to their clients' lives, as well as how you can determine if your current advisor is truly client-centric. Sit back, relax, and enjoy another thought-provoking conversation! Chapters: 0:06 - Introduction and overview on the topic of the day 1:59 - An increasing number of advisors are focusing deeper on their clients 2:41 - What is a client-centric advisor? 7:02 - Being curious and consultative 8:40 - A client-centric should implement a proven process 11:33 - Assets shouldn't be at the forefront of a client-centric advisor's conversations 13:58 - Not every client-centric advisor is going to have the same process 16:44 - The bottomline: What working with a client-centric advisor can do for you! 18:09 - How to get in touch with Mark's team 19:00 - Closing remarks