Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how clients perceive value from their advisors. He’s joined by Greg Opitz, Executive Business Coach at Carson Coaching, to present the findings and talk about how you can deliver more value to your clients today.
How many times should you meet with your clients annually? Are you acting as a teacher if your clients aren’t financially literate? How are you communicating your fees? What is included in their financial plan?
Watch as Jamie and Greg dive into the results of the study – and to learn how you can show more value to your clients today.