Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don’t understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week’s highlights and action items.

Recommended Podcast

Why Every Advisor Needs to Create Content [Episode 348]

Start where you stand

See More

The Ethics of Business Transitions With Brian Hanks

Happiness comes after the discipline

See More

The Best Fee Script Ever [Episode 347]

Price out of place kills the deal

See More

Contact Us