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