94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka

If you want to convert more prospects into life-long clients… You need to know the answer to two questions: 1) Why do people hire a financial advisor? 2) Why do people fire their financial advisor? They just might be the two most important questions for any advisory business. Fortunately, Samantha Lamas and Danielle Labotka did … Read More Read More

Om Podcasten

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!