Checking In With Clients

Too often, advisors wait for a perfect moment, a major correction, a big rebound, a news cycle, to justify checking in with clients.

Chris hit the nail on the head: If this isn't the moment to have those value-driven conversations, when will it be?

Clients are sitting on cash. They're looking for reassurance. They're open to strategy. And if you're not talking to them about their options, someone else will.

If you're serious about building a more valuable, scalable, and referable practice, this episode is a must-listen.

Watch the full Always On conversation with Chris Jeppesen:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb