In this episode of the "From Busy to Rich" podcast, hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strategies. They also discuss the importance of technology in financial planning and the concept of "mature simplicity" in financial advising.
In today’s episode we will cover:
We hope you enjoyed this week’s episode of Practically Pretty. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
