#002: "Is Your Trusted Advisor Costing You or Helping You Make More Money In Your Business?"

In this week's episode of The Trusted Advisor Show, Co-Hosts, Rob and Ryan reveal the Top 3 Secrets for how you can proactively measure the financial impact (whether it's positive or negative) and the performance of all your "Trusted Advisors" for your business.  If you routinely do annual performance evaluations on all your employees, then why in the world are you not doing the exact same performance evaluations on all the Trusted Advisors who are essentially an extension of your team?

Also, you will learn:

5 Powerful Tips and Strategies to measure the value to your businessHow to create Key Performance Indicators (KPI's) that can help you easily and effectively evaluate the performance and results your Trusted Advisor is providing to your business3 Keys to leveraging your time more effectively and having the trust to give up "control" to your most trusted relationshipsHow to spot when your Trusted Advisor is getting complacent or losing their "hunger" to serve your business and taking advantage of the relationshipWhy a world-class Trusted Advisor can actually become an income-producing-asset for your business and give you the time freedom to focus on what you do best...building your business!

And much, much more...

The Trusted Advisor Show & Podcast is about:

Building RelationshipsEarning TrustCreating ValueMaking An Impact

Apple iTunes Podcast Link:  https://podcasts.apple.com/us/podcast/the-trusted-advisor-show-podcast/id1499854718

To connect with your hosts and learn more about their firms:

WSMT Insurance, Inc.
Rob Jacomen
Website:  www.wsmt.com
LinkedIn:  https://www.linkedin.com/in/rob-jacomen/
Email:  [email protected]

StatonWalsh
Website:  www.statonwalsh.com
https://www.linkedin.com/company/statonwalsh/?viewAsMember=true
https://www.facebook.com/StatonWalsh
Ryan Staton
Devin Walsh

This podcast is for informational purposes only.   Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.  Rob Jacomen and The Trusted Advisor Show are not affiliated with or endorsed by PAS, Guardian, or StatonWalsh and opinions stated are their own.

Ryan Staton is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814, 301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian.  StatonWalsh is not an affiliate or subsidiary of PAS or Guardian.  2020-91955 Exp 01/22