What You'll Learn In Today's Episode:

  • Be willing to have tough conversations and critically evaluate your practice to ensure they deliver value to clients.
  • Balance providing certainty with acknowledging the uncertainty of the market when discussing economic predictions with clients.
  • Seek advice from experienced professionals and filter through advice to find valuable insights.
  • Surround yourself with individuals with a growth mindset and engage in candid conversations.
  • Be willing to get uncomfortable and find the right fit for personal growth.

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market’s uncertainty. Amber also recaps why you need to filter the advice you receive—whether you need to walk away from information or check your ego so you can improve your personal growth.

Resources In Today's Episode:

Recommended Podcast

What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

How advisors can be intentional with prospecting strategies.

See More

Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

Mastering hiring and onboarding: keys to advisory firm growth and the client experience.

See More

Encore Episode: Client Onboarding – Creating A Solid Foundation

Game-changing client onboarding tips to maximize value.

See More

Contact Us