How Advisors Can Truly Serve Clients' Needs

Too many financial advisors jump straight into the sales pitch without understanding what their clients truly need. But no one wants to be sold; they want solutions. In this insightful conversation, we dive into how advisors can shift their approach from pitching products to asking the right questions and providing real value.

Learn how evolving your value proposition from stock picking to comprehensive financial planning can help answer the most important question clients have: "Will I be okay?" Find out why stepping out of your comfort zone, asking more probing questions, and leaning on experts can elevate your client relationships and ensure long-term success.

Stream the newest episode of the "Always On with Duncan MacPherson" featuring Sybil Verch at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb