Our own Arthur Ambarik and Rachel Elson join Steve Sandusky on his “Between Now and Success” podcast.
Steve’s Key Takeaway: In order to make you and your services major players in your client’s financial narrative:
- Do what other advisors don’t. Find those pain points like helping family members or advising on a potential career change that fall through the cracks of old-fashioned advisory.
- Be your client’s friend. And remember: friends do things for each other because they genuinely want to help, not because they expect something in return.
- Look outside the box when you’re searching for talent. Money managers are a dime a dozen. Caring, curious, motivated people who are excited to learn the ropes are gold.
