How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]

Smarter Planner Podcast

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10M ago 24:38

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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a series of high-quality, successive engagements that compress the time needed to establish trust.

Michael explains how trust compression allows advisors to connect with clients through shorter, more meaningful meetings. He highlights how his firm has broken the traditional intake process into multiple brief, focused interactions to understand client risk tolerance and align their financial plans accordingly. The goal is to help clients feel understood and comfortable, building trust faster than through conventional methods.

National Referral Network: https://www.nrnamerica.com/

A Firm Worth Building (Book) https://a.co/d/dinBzqA

LinkedIn: https://www.linkedin.com/in/michaeljclarke1/

Website: https://www.protectionpointadvisors.com/

59 episodes

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