In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:
Conversations about fees
Conversations about value
Retention discussions
"Red carpet" exits
Conversations with "high touch" clients
I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
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https://audere.com.au/blog/
To know more about what I do, visit our website:
https://audere.com.au
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LinkedIn:
https://www.linkedin.com/in/financial-planning-business-coach/
Twitter:
https://twitter.com/stew_bell
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Listen to The Finnovator Podcast on
iTunes:
https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719
Spotify:
https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
