The financial services world is evolving. Many top advisors are turning to more of a coaching or teaching role. Are you? We recently surveyed annuity advisors to get their ideas on how best to communicate with their clients. Specifically, we asked them if they’d taken on more of an educational approach with clients and prospects.
If you have thoughts you’d like to share with us on the issue of teaching or coaching clients, please leave a comment below or email me at firstname.lastname@example.org. The following are highlights from those responses we have received so far: