Ep 03: How To Competitor Proof Your Best Clients With Steve Phillips Of Advisor Protocol Advisor Elevation podcast

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Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol

6+ y ago 1:06:20

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Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips 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!

… continue reading

10 episodes

#Trading #Business #Marketing #Advertising #Adviser #Advisorsexcel #Eilers #Financial #Growth #Matt #Michaelkitces #Planner #Planning #Sales #Usafinancial #Mark Mersman #Matthew Eilers #Advisors #Elevate

Artwork

Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol

Advisor Elevation

published 6+ y ago

Share

MP3•Episode home

Content provided by Mark Mersman and Matthew Eilers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Mersman and Matthew Eilers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips 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!

… continue reading

10 episodes

#Trading #Business #Marketing #Advertising #Adviser #Advisorsexcel #Eilers #Financial #Growth #Matt #Michaelkitces #Planner #Planning #Sales #Usafinancial #Mark Mersman #Matthew Eilers #Advisors #Elevate

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