Joel Worsfold guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose.
In this episode, Chris and Joel discuss:
- How Focusing Inward Transformed My Clientele
- How Analogies and Stories Drive Lasting Client Impact
- Providing Emotional Support to Clients
- Growing By Specializing
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
