MP3•Episode home
Manage episode 514967989 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Growing your financial advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them.
Most financial advisors manage only a portion of what their clients have. And when life throws trigger events at your clients—a business exit, inheritance, market shocks and the like—those assets can suddenly be in play. The question is, are those assets going to move away from you, or are you going to capitalize on the opportunity and capture those assets?
53 episodes