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Podcast: The Advisor Solutions Podcast
Episode: The Advisor Solutions Podcast EP 57- How to Train Your Clients
Description: Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before.Â
At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on something immediately?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for training their client base. The reason is that they’ve never really learned a step-wise approach to knowing how to train...