What You'll Learn In Today's Episode:

  • Financial advisors play a crucial role in clients’ lives, acting as trusted advisors and helping them navigate their financial future.
  • Building a strong client-advisor relationship requires asking the right questions and actively listening to clients’ needs and concerns.
  • Surge scheduling can be an effective way to maximize client meetings and be hyper-focused during specific periods, but it requires careful planning and setting boundaries.
  • Recovery and self-care are essential to avoid burnout and maintain a healthy work-life balance after surge periods.

In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a financial advisor and the importance of building trust with clients. David emphasizes the power of asking the right questions and understanding each client’s unique needs. Amber also shares insights from Jamie on Surge scheduling and the importance of being intentional with client meetings. She highlights the need for recovery and setting boundaries to avoid fatigue.

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