Adding a Coaching Dynamic to Your Practice To Win and Retain Clients

There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.

Adding a coaching dynamic to your practice can help you win and retain clients in the long run.

In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share strategies to create professional contrast as the financial industry becomes increasingly commoditized.

Jeff discusses:

  • Action items that every advisor should have on their client meeting agenda
  • Why clients might be seeing only 5% of your total value (and how to fix it)
  • How coaching improves your relationships — especially with high-net-worth clients
  • The underrated benefits of goals-based planning
  • And more

Related: How to Find Your Ideal Match in M&A with Katie Bruner