2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?-Program recording

Video Transcription

Video Summary

The video featured a discussion among financial advisors on the topic of value-added services for clients. The panelists, including David, Lorenzo, and Lindsay, shared insights on incorporating non-traditional services like coaching, wellness, and niche specialization to enhance client relationships. They discussed the importance of understanding client needs, building trust, and offering tailored solutions beyond traditional financial planning. The advisors also touched on the balance between in-house expertise and outsourcing services based on client demand and firm capabilities. The key takeaways included the significance of acting as a coach, asking deeper questions, focusing on comfort and convenience for clients, and implementing a visual service calendar to showcase the value provided.

Keywords

financial advisors

value-added services

client relationships

non-traditional services

coaching

wellness

niche specialization

trust building

tailored solutions