Elliot and Ryan share an insightful conversation on understanding a client's goals and aspirations from the beginning. What is more impactful to a client; selling them a product on a transactional basis or opening up a dialogue and really getting to know them on a personal level? We can change how we conduct business. It all starts with conversation.
Drink of the day: Basil Hayden's
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Watch On YouTube: https://youtu.be/DpjykETYeO4