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You’re 48% Better Than The Average Financial Planner
Chris Larkin, founder of training consultancy BigRock, shares what BigRock’s Advisor Advantage diagnostic tool found about Financial Planner Life listeners: a 48% gap above the industry average on “bookending”, protecting time before and after client meetings to prepare properly and follow up on what was agreed.
Chris explains why that single habit says something about how seriously this audience takes the client relationship, and why the advisers who build in that protected time tend to be the ones clients trust most.
Full episode with Chris and Mark Rockliffe, CEO of Pembroke Financial Planning, out now for the rest of the Advisor Advantage results.
#FinancialPlanning #FinancialAdvice #ClientRelationships #FinancialAdviser #WealthManagement
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