Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets.
But if you do whatever your client tells you to do, you’ll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things.
In this episode, you’ll find out exactly what clients really want—and how to use that insight to get and keep more clients.
Tired of clients leaving? Listen now!
Show highlights include:
- Why clients hate advisors who coach or mentor them (and the “boring” positioning that gets clients to line up to work with you). (8:48)
- How to keep your clients forever by making them money (even if they’re still getting robbed in taxes). (12:41)
- The Vanguard study that you can quote to turn skeptical prospects into loyal clients (even if they don’t trust you yet). (16:00)
- The “storytelling secret” that makes clients trust you before you ever talk with them. (17:31)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources: