In an increasingly crowded financial services environment, advisors need to step up their game to separate themselves from the competition. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Matt Reiner, Partner at Capital Investment Advisors and Host of the Bridging the Gap podcast, for a discussion that is filled with a high level of depth and analysis on the systems, processes, and intuitive psychological triggers which can elevate advisor and practice performance.
Among the topics Frank and Matt cover are:
*Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall culture committed to high performance levels.
*Tactics for implementing technology solutions to create a better client service model.
*Efficiency as an obsession and how systems and processes are vital to scalable practice growth.
*The psychology of the advisor-client relationship and how client fulfillment needs to be at the heart of every action and discussion.
*Establishing personal connection with clients through marketing, branding, and social media, and the corollary between creating a unique brand voice and client growth and retention.
Frank and Matt pay it forward to every advisor listening to this episode by putting their massive industry expertise and insights to work in this extremely candid and supremely insightful discussion. If you are an advisor who is tired of the status quo and ready to think outside of the box when it comes to powering up your practice performance, then this episode of Advisor Talk is not just a must-listen, it’s an opportunity!
