Transforming the Wealth Management Landscape Through Doing Business and Doing Life
How advisors can build deeper relationships with their clients
Transforming the Wealth Management Landscape Through Doing Business and Doing Life with Brad Johnson
In this week’s episode of Milemarker’s Connected Podcast, I talk with Brad Johnson, Principal and Co-Founder of Triad Partners. Brad shares his insights on building better connections and the future of the insurance industry. He emphasizes the importance of putting others first and seeking to understand their needs.
Brad talks about his podcast, Do Business. Do Life. The show is about helping financial advisors create unlimited growth and freedom in their life and business and do it faster than ever.
Here are a few key takeaways from this week’s ep:
Building strong connections requires putting others first and seeking to understand their needs.
Advisors can uncover the prospect's goals and dreams by asking thoughtful questions and listening actively. This deeper understanding allows advisors to create personalized financial plans that align with the prospect's values and aspirations.
The key to building deep connections is to go beyond the initial meeting and continue the conversation, show gratitude, and add value to the relationship.
The insurance industry is undergoing a significant transformation, with the aging baby boomer population driving the demand for insurance products.
The episode is available now on your favorite podcast platform:
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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.
Kyle Van Pelt