Episode 62. Rapid Fire Listener Q&A #1

May 4, 2023

In this episode, we answer six questions from listeners like you. We discuss:

The effectiveness of remote versus in-person meetings

The value of driving to meet clients face to face

How to convert old clients to fee-based clients

The importance of financial advisors understanding their ideal consumer

How to build relationships with idea partners

How to introduce the idea of charging for advice to your company



Share this episode