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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Dec 12, 2017

Our guest today is one of the very first coaches to specialize in working with financial advisors. For nearly 20 years, Tracy Beckes has helped her clients navigate the common challenges of trying to run what she calls an “effortless, outrageous advisory practice.” What’s even more impressive about Tracy is the way she has been able to systematize her coaching strategies into concrete tools and templates.

In this episode, Tracy shares these coaching tools and how she sets up engagement standards with clients in order to set the terms of the client/advisor relationship. She also talks about the importance of regular meetings within an advisory firm, as well as how to set up these meetings to target the most important issues. Listen in to hear her valuable insight and what she says is the real secret to advisory firm growth.

For show notes and more visit: https://www.kitces.com/50 

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