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Hi everyone and welcome to The Magellan Network Show. As someone who likes to keep things simple, I’ve often noticed how advisors tend to make things more complicated than they need to be, especially when it comes to client relationships.
This all started when a new client asked me a powerful question: “How do you measure a relationship with a client?” After some deep reflection, I eventually distilled it down to something clear and actionable. Today, I’ll share what came out of that process—the four essential elements every advisor should focus on in any client relationship.
In this episode, I also discussed the following:
(04:29) Why your clients need to be likable
(07:14) The importance of knowing what it costs to take on a client
(11:06) How self-identity influences an advisor’s pricing
(11:31) Why a client’s coachability is crucial
(14:19) Why can’t you mandate referrability
Related: Why There’s Never Been a Better Time to Be a Financial Advisor