Clients to Advisors: We Need to Talk About Our Relationship – Episode Seven Your clients think you’re terrific, right? And you’re certain that you’re giving them a client experience that means they’ll stay loyal and tell all their affluent friends about you? Not so fast. The fact is, far too many advisor-client relationships are in trouble these days. Here’s a way to get back on track—and take steps to attract new clients who aren’t happy with their current advisors. Key Takeaways: - Around half of advisors’ clients aren’t getting what they need from those advisors. - A deep discovery process can differentiate your practice from the rest. - Conducting re-discovery with existing clients can be a huge business development tool.