How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407)

Top Advisor Marketing Podcast

English - March 21, 2023 11:00 - 30 minutes - 28.2 MB - ★★★★★ - 34 ratings
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Previous Episode: Don’t Be Afraid to Niche: How To Build Your Practice by Narrowing Down With Darren Wurz (Ep. 406)

Next Episode: In-Person Events Accelerate Client Relationships – Try These Fun Ideas! With Scott Heinila (Ep. 408)

There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor.
According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½.
This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.