What Clients Want vs. What You Offer

November 15, 2019 | By Elite Resource Team
Financial Advisors

There’s what you know (ex. insurance, AUM, tax)…what you don’t know…(ex. ESOP law, forensic accounting) and what you don’t know, you don’t know (be humble as this list is long for any of us because there’s just too much to know in finance, tax, and law to be an expert across the board).

Here’s the question…what do you not even know you don’t know that could be beneficial to your clients?

And here’s the next question…does it matter? 

Answer…Of course it matters! These are your clients and they look to you for advice and guidance! 

Learn the difference between these three categories and start focusing on what your clients actually need vs. what you’ve historically provided them.

Anton Anderson, Elite Resource Team