CEG_PreeminentAdvisor_Episode_008

Are You Prepared to Help Clients Live Their Best Life? – Episode Eight As a financial advisor, you’re well aware that your clients want to achieve significant success in life. But here are a few questions to consider: - Do you really understand what those clients want out of life? - Do you know what “living their best life” means to each of them? - Are you ready to help clients achieve what matters most to them? The fact is, “being rich” is no longer enough for most clients. Today, success involves a lot more—including personal and professional achievement, a sense of happiness and a larger purpose. What’s more, the definition of a highly successful life can vary greatly depending on whether the client sitting across from you is a baby boomer, a Gen-Xer or a millennial. The upshot: To build strong relationships, you need a deep understanding of each client’s view of a successful life. Discovering how your clients see success can potentially help you generate significant organic growth