Gaining Perspective

As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should take depends on the relationship you have with the client and the style of advising that resonates with them. In this podcast, Corey Schmidt will discuss how to approach clients when a difficult conversation is necessary and why it’s important to prioritize those conversations. He will give us examples from his own client relationships.

Show Notes

As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should take depends on the relationship you have with the client and the style of advising that resonates with them. In this podcast, Corey Schmidt will discuss how to approach clients when a difficult conversation is necessary and why it’s important to prioritize those conversations. He will give us examples from his own client relationships.

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.