IDEAL Plans Ideal Advisors

Ep. 32 - Be the Advisor your Clients Need in 2021

November 09, 2020 Richard E. Boone Season 1 Episode 32
IDEAL Plans Ideal Advisors
Ep. 32 - Be the Advisor your Clients Need in 2021
Show Notes

Towards the end of every year advisors are bombarded with messages from coaching firms about making some key changes that will help you finish the year strong or build a foundation for next year.  Those messages are sound but are easy to ignore since most advisors feel they are already doing what they are supposed to be doing.     

So the best message isn't about making a few tweaks to your business but asking the right question:

Are you the advisor you need to be?  

In this podcast episode, we will address why the events of 2020 have created an opportunity for you to evolve into the advisor your clients need you to be in 2021 and beyond.  

There has never been a year quite like 2020.  All the turmoil has reinforced an old rule of thumb that the more crazy things are, the more likely clients want advice from financial advisors.  

Now consider all the changes that are coming in 2021.  Some will affect everyone but some will have an outsized impact on certain people.  It is this difference that creates your opportunity.  Are you prepared?  If you aren't sure, listen to this episode.  We'll discuss how to take an objective view of your business to see if you are positioned to deliver the advice your clients need so much.