Are You Helping Your Clients Live Their Best Life? – Episode Ten In today’s world, where it’s challenging for investors to differentiate between various financial services providers, standing out requires more than just getting good returns on investments. What makes you different in the eyes of affluent prospects and clients is how well you can help people achieve what truly matters to them in life, beyond reaching their financial goals. To do that, you need to first recognize what your clients want out of life and what “living their best life” means to each of them. Only then can you position yourself to help clients realize what matters most to them. If you can craft a value proposition that empowers them to pursue their key financial and non-financial aspirations, you’ll move a huge step closer to becoming a preeminent advisor. Key Takeaways: - The wealthiest among us want respect from colleagues and peers to feel successful. - Too many advisors aren’t being proactive enough with their clients. - Understand your clients on a deep level.