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For Advisors By Advisors - Interview with Chris Jeppesen, Chief of Advisory Practice Management, First Trust - 44% of Clients Will Leave Their Financial Advisor in the Next Couple of Years!
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In this episode, we speak with Chris Jeppesen, Chief of Advisory Practices at First Trust. We talk with Chris about all this practice management from asking for referrals to what is your why factor! Chris talks about how younger advisors have an ability to seize many clients over the next two years. He also talks about how to bring Financial Advisors to the next level. I hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Chapters
1. For Advisors By Advisors - Interview with Chris Jeppesen, Chief of Advisory Practice Management, First Trust - 44% of Clients Will Leave Their Financial Advisor in the Next Couple of Years! (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:20:57)
3. (Cont.) For Advisors By Advisors - Interview with Chris Jeppesen, Chief of Advisory Practice Management, First Trust - 44% of Clients Will Leave Their Financial Advisor in the Next Couple of Years! (00:21:38)
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