94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka

from The Human Side of Money · host Brendan Frazier

If you want to convert more prospects into life-long clients… You need to know the answer to two questions: Why do people hire a financial advisor? Why do people fire their financial advisor? They just might be the two most important questions for any advisory business. Fortunately, Samantha Lamas and Danielle Labotka did the research … Read More Read More

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This episode was published on September 14, 2023.

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