Episode 03 - Steve Phillips: How to Competitor-Proof Your Best Clients

Episode Summary

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips, CEO of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!




Show Notes and References

Company Link:

Advisor Protocol

Contact Information:

Email: steve@advisorprotocol.com

LinkedIn: https://www.linkedin.com/in/steve-phillips-b258b212a/


Steve Phillips has 25 years in the financial industry as a speaker, trainer, and educator working with advisors, product development firms, and insurance carriers. Advisor Protocol is a consulting and design firm collaborating with Pareto Systems to provide proven solutions to financial advisors around client acquisition and business refinement solutions.



This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice. Matt Eilers is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.