From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
Disclosures: https://tinyurl.com/SeedsDisclosures
From the Ground Up
Implementing Human-First Advice with Ross Marino
How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.
“You have to take a human first approach. Some people get it quickly, and they start doing it early on in their career. For me, it took a few decades, but better to be slow than stupid.”
Key Takeaways:
- Embracing a human-first approach doesn't require a seismic shift—start by simply shifting the conversation.
- Understanding clients' money stories can profoundly impact your financial planning recommendations.
- The benefits of conducting "rediscovery" meetings and tactics for initiating the conversion.
Connect with us:
Resources Mentioned: