CEG_PreeminentAdvisor_Episode_003

Why Aren’t You Asking Clients About Their Other Advisors? – Episode Three “Ask and you shall receive” is one of those lessons that so often ends up being true in life. For financial advisors, it’s advice that can go a long way toward building much greater client loyalty and attracting lots of additional assets. Trouble is, most advisors don’t ask their clients about important details that could mean a stronger business and a life of real significance. It’s time to change that. Here’s how. Key Takeaways: - Too many advisors today don’t know their clients’ full financial situations. - Advisors who ask clients about their investments with other advisors set the stage to capture those assets. - The right framing will differentiate you and position you as clients’ go-to advisor.