03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
Advisor Elevation
English - October 15, 2018 16:17 - 1 hour - 91.1 MB - ★★★★★ - 27 ratingsInvesting Business advisor sales advertising adviser advisorsexcel business eilers elevation financial growth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!