E150 – From Selling Stuff to Building Stories: A New Approach to Financial Advising
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In this episode of the "From Busy to Rich" podcast, we travel back to a dynamic conversation where hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strategies. They also discuss the importance of technology in financial planning and the concept of "mature simplicity" in financial advising.
In today’s episode we will cover:
- How to focus on the client’s story
- How to understand and engage with the client’s story
- Practical examples and the benefits of using this different approach to financial advising
- The different stages that advisors progress through in financial planning
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
