Your Client’s Story: Know Your Clients and the Rest Will Follow

Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients’ assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories.

When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them.

The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to:

Use dialogues to learn more about your clients Integrate client’s unique circumstances, goals, and transitions into their winning financial plan

Your Client’s Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you’ve never experienced before.