How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
Released Monday, 15th October 2018
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How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
Monday, 15th October 2018
Good episode? Give it some love!
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In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!
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Advisor Elevation
Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business.Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Financial, a comprehensive financial institution that caters to independent wealth management professionals. Matt is the creator of Practice Synergy, an 8 Step Process for maximizing growth within a financial practice and the co-creator of the Advisor-Client Engagement Process, the ultimate appointment process track for financial advisors.Join Podchaser to...
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