What’s next after a client says “yes” to working with you?
In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.
What to expect:
- How to keep clients focused without overwhelming them
- The role of recurring meetings and strategy summaries
- Navigating fixed vs. variable assets in volatile markets
- Building client confidence through discipline and simplicity
Resources:
- Submit your podcast question here!
- E167 – The New Client Experience: Location
- E169 – The New Client Experience: Expectation
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