When facing the challenge of what steps to take next to grow their business, many financial advisors get caught in the weeds. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa hosts the 2nd edition of a 3-part series with Jon Randall, PhD(c) Founder, PhD Candidate in Performance Psychology, eXtraordinary Financial Advisors (XFA). Together, Frank and Jon delve into the tangible solutions that advisors can utilize to overcome the hurdles that stand between where their practices are and where they envision them to be.
Topics covered include:
*Why the quality of your client relationships is the most important characteristic of your business.
*Ways to evaluate your practice through the lens of your client.
*The operational changes and efficiencies advisors need to enact now to improve the effectiveness of their client experience.
*How to utilize a segmentation strategy to maximize the full potential of your practice performance.
Frank and Jon are recognized thought leaders and advocates for financial advisor success. Listeners will come away from this episode with the practice tools and relevant insights that provide the framework for taking their practices to the next level.