Stirring the Pot

If ever there was a time to stir the pot, in a good way, it's during uncertainty.

Don't wait for your clients to call you. Reach out. Be the steady voice they rely on. Ask how they're doing. Ask what's on their mind. Be curious about more than just their portfolio.

It's not about having all the answers, it's about being present, engaged, and proactive. That's the difference between a provider and a partner.

Want to hear more about how top advisors are staying relevant, and referable, in volatile markets?

Check out my full conversation with Chris Jeppesen on the Always On podcast:

Apple Podcasts
Spotify
Find Your Channel