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12: Why advisors need to assess their clients' financial capability
Manage episode 214076017 series 1860640
Taking the time to educate your clients can strengthen your relationship and communication with clients, but before you do that, you need to be aware of what they know and what they don't. Listen to the Insights Panel do a deep dive on how you can be a key part to clients growing their financial knowledge. Speaking to us on this podcast are J. Michael Collins, financial capability expert and professor at University of Wisconsin Madison, and Matt Oechsli, advisor champion and CEO of the Oechsli Institute.
31 bölüm
Manage episode 214076017 series 1860640
Taking the time to educate your clients can strengthen your relationship and communication with clients, but before you do that, you need to be aware of what they know and what they don't. Listen to the Insights Panel do a deep dive on how you can be a key part to clients growing their financial knowledge. Speaking to us on this podcast are J. Michael Collins, financial capability expert and professor at University of Wisconsin Madison, and Matt Oechsli, advisor champion and CEO of the Oechsli Institute.
31 bölüm
Tüm bölümler
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1 43: Navigating Difficult Conversations With Clients 15:19

1 42: Deepen Client Relationships by Focusing on Empathy and Situational Understanding 15:10

1 41: How Virtual Communication Can Provide Opportunities to Grow Your Client Base 15:32

1 40: Using Segmentation to Efficiently Meet Your Clients’ Preferences 15:54

1 39: Best of 2020: How to Find and Connect With Niche Clients 11:56

1 38: How Divorce and Widowhood Can Impact a Woman’s Finances 17:12

1 37: Understanding Women’s Level of Retirement Preparedness 17:59

1 36: Establishing Effective Relationships With Female Clients 17:25

1 35: Effective Strategies to Deepen Client Relationships and Gain Client Referrals 13:53

1 34: Update Your Outreach Tactics With These Cutting-Edge Strategies 12:17

1 34: How to Find and Connect With Niche Clients 11:41

1 33: Maximize Your Prospecting Techniques 12:54

1 20: Simplifying Long-Term Care Conversations 14:12

1 19: Breaking Down Different Long-Term Care Categories 16:16

1 18: How Conversations on Long-Term Care Can Drive Business Growth 16:41

1 16: How Personal Factors Influence Your Clients as They Age 10:32

1 15: Assessing your clients as they age 12:49

1 14: How a coaching strategy impacts an advisor's business 10:43

1 13: How to Identify and Assess Your Clients’ Financial Knowledge 12:36

1 12: Why advisors need to assess their clients' financial capability 10:32

1 11: Putting together a successful prospecting strategy 13:08

1 10: Overcoming blockers for more effective prospecting 11:49

1 9: The Importance of Personal Influence 15:28

1 8: How clients choose their advisors 10:16


1 6: The annuity puzzle: Why advisors should care 13:23

1 5: The $30 Trillion Wealth Transfer 15:38

1 4: What it means to be truly diversified 18:07

1 3: How to Help Your Clients Achieve Financial Security 12:49

1 2: How Retirement Has Evolved Dramatically 19:06
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