Gaining Perspective

Technology helped transform advisors from brokers to someone who needs to listen more to clients’ unique situations and help them develop a plan that’s not strictly about investments.  My guest today, John Diehl, has written that, “Today’s advisor needs to better understand the context of their clients’ needs,” The financial piece isn’t the problem. The emotions, high-level goals, and the aspirations are the challenge.”

Show Notes

Technology helped transform advisors from brokers to someone who needs to listen more to clients’ unique situations and help them develop a plan that’s not strictly about investments.

 My guest today, John Diehl, has written that, “Today’s advisor needs to better understand the context of their clients’ needs,” The financial piece isn’t the problem. The emotions, high-level goals, and the aspirations are the challenge.”

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.