If you listen to just one of my podcasts this year, make it this one. Dennis and I hash out some pretty unique perspectives on this industry, the value provided, the pricing, the offer…
01:13 “If you’re not offending somebody, you’re not really making a point”
03:14 One single thing you want advisors to know...
Job #1 for financial advisors: “Build belonging within their practice, to turn their clients into members, and to turn the service of financial planning into a movement. A bigger idea. It’s not just about wealth, it’s well-being. The advisor as a charismatic leader, financial planning as a big idea, and the financial planning practice as a community that is guiding clients to achieving their personal aspirations, to living a life less ordinary, to a transformation.”
“To build belonging... because that’s where value is.”
The client should ask, “Who is the advisor helping me become?”
Commissions -> Fee for service -> Charge for transformation
“Transformations are independently priced.”
Stage experiences that lead the client to a transformation.
To your Clients’ Epic Stories,
Joe
