Arthur Ambarik and Rachel Elson on Steve Sanduski’s “Between Now and Success” podcast

May 12, 2020

Between Now and Success PodcastOur own Arthur Ambarik and Rachel Elson join Steve Sandusky on his “Between Now and Success” podcast.

 

Steve’s Key Takeaway: In order to make you and your services major players in your client’s financial narrative:

  1. Do what other advisors don’t. Find those pain points like helping family members or advising on a potential career change that fall through the cracks of old-fashioned advisory.
  2. Be your client’s friend. And remember: friends do things for each other because they genuinely want to help, not because they expect something in return.
  3. Look outside the box when you’re searching for talent. Money managers are a dime a dozen. Caring, curious, motivated people who are excited to learn the ropes are gold.
Written by Arthur Ambarik

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