As a Financial Advisor, one of the 7 Critical Conversations for building a 7-figure business is The Values Conversation.
What this short video where Tony and Sue (high net worth clients) talk about their experience with Bill Bachrach’s The Values Conversation™, and the fact that the Advisor they have been working with for 40 years doesn’t know what is important to them (their core values).
Unfortunately, many Advisors don’t know what’s really important to their clients, so when another Advisor comes along and asks them meaningful questions, they can more easily be stolen (or rescued) from that long-time Advisor and move all their money to a new Advisor.
Discover how to quickly have even more meaningful conversations with your clients with The AdvisorRoadmap™ Virtual Training Platform. You will find everything you want to know about Client Acquisition, Client Service, Leadership, and Time Management on this high-content and high-value platform. It is available 24/7 on your computer, laptop, tablet, and mobile phone for a fraction of the value of just one decent client. Discover more by going to www.youradvisorroadmap.com/.
