94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
If you want to convert more prospects into life-long clients...
You need to know the answer to two questions:
1) Why do people hire a financial advisor?
2) Why do people fire their financial advisor?
They just might be the two most important questions for any advisory business.
Fortunately, Samantha Lamas and Danielle Labotka did the research to get the answer to those two questions.
And, what they learned will forever transform the way advisors approach client acquisition and client retention.
Things you'll learn:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode -> Go Here.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice:
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