Ep 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 ratings
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Previous Episode: 02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!

Next Episode: 04: Client Segmentation - What it is, What it isn't, and Why you'll need it

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!