Jim Immel - Put perspective in your planning

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Transcript:

Jim: What do you do as an advisor? It's asked quite often, and I believe the future based question that we can turn and ask of our clients, is it okay, instead of answering that question, is it okay if I ask you a question? And get them really something to think about and go deep with. If they were to feel like they found an advisor that they could feel very, very confident in, and they could imagine introducing this advisor to somebody else, and this is somebody that they would really trust and respect, how would we define that advisor? What are the traits and the values that you'd want that advisor to have? And that's really what business owners should be thinking about is, who's going to represent them, who's going to help lead them, who's going to take their shoes off and put them on, and help them through it? And honestly, what I'm focused on, is I'm focused on being that person that's referable and someone that can be introduced to somebody that they care about. I think that's really what they should be looking for in an advisor.  

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