XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how to communicate the value of financial planning, why it isn’t always a good idea for advisors to take on every new client they can, and more.
Covering a wide range of subjects, todays episode is perfect for helping you fill in the common gaps and questions that financial advisors discover as they work. Listen in to hear advice for new advisors and seasoned advisors alike.
Covering a wide range of subjects, todays episode is perfect for helping you fill in the common gaps and questions that financial advisors discover as they work. Listen in to hear advice for new advisors and seasoned advisors alike.
Listen to the Full Interview:
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What You'll Learn from This Episode:
- How to define the value of financial planning to a prospective client.
- Three questions financial advisors should ask prospects.
- Why fee-only and fiduciary are not always synonymous.
- Michael’s predictions for insurance companies in the next few years.
- Why you should not try to implement everything recommended on Kitces.com.
- The best way to shortcut success.
- How to avoid data overload and impostor syndrome.
- Why it’s so important to limit how many new clients you take on.
Featured on the Show:
- Michael Kitces: Website |Facebook | Twitter | LinkedIn
- Sales Pro Insider
- The Kinder Institute
Support for today’s episode comes from Ruby Receptionists, the only live remote receptionist service dedicated to helping financial service professionals win more clients and build trust. From their studio in Portland, Oregon, Ruby's friendly, professional receptionists ensure exceptional client experiences by answering calls live in English or Spanish, transferring calls, taking messages, addressing common questions, collecting new client intake, making follow up call and more—just like an in-house receptionist, at a fraction of the cost. Let Ruby help you turn rings into relationships! For a special offer visit callruby.com/XYPN and use promocode XYPN Or call (844) 853-7829
