Money is indeed important, but when it comes to financial advisors and wealth planners, they cannot discuss only about investments. In fact, this can be detrimental.
In this episode of Wealth of Insight, Colleen Bowler, co-founder of C&J Innovations and the developer of a passport package tool, talks with Austyn Whittenburg. They detail the importance of creating value for clients to build stronger relationships.
- The fundamental mindsets to know more about your clients’ life
- Why only talking about investments can be unfavorable
- How passports reveal uncovered opportunities for clients
- How crucial it is to understand your client’s fears