Episode Details

Topics covered include:

*Why the quality of your client relationships is the most important characteristic of your business.

*Ways to evaluate your practice through the lens of your client.

*The operational changes and efficiencies advisors need to enact now to improve the effectiveness of their client experience.

*How to utilize a segmentation strategy to maximize the full potential of your practice performance.

Frank and Jon are recognized thought leaders and advocates for financial advisor success. Listeners will come away from this episode with the practice tools and relevant insights that provide the framework for taking their practices to the next level.