Jul 11 2024 38 mins 1
Are you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in business and life. Host Jeff Concepcion, with over 30 years of experience as an advisor, entrepreneur, and CEO, invites you to join him and top industry thought leaders to evolve from where you are today to where you want to be tomorrow.
In this episode, Jeff is joined by Stan Slovan, a leading figure in the wealth management industry and a respected author. Together, they delve into the critical components of building successful advisory teams and the art of effective communication. Whether you're an experienced advisor or just starting out, this episode is packed with valuable takeaways.
Key Topics Discussed:
- Stan Slovan’s unique career journey from law to wealth management.
- The evolution from solo practices to team-based approaches in financial advising.
- The importance of specialized skills within a team, including tax, estate planning, and financial planning expertise.
- How effective communication and trust are fundamental to team success and client retention.
- Practical strategies for team building, including leveraging diverse skill sets and ensuring work-life balance.
- Insights from Stan’s book, "Better Listening: The Secret to Improving Your Professional and Personal Life," and how it applies to financial advising.
Why You Should Listen:
- Gain expert insights on transitioning to a team-based advisory model.
- Learn practical tips on enhancing communication and building trust within your team.
- Discover how better listening can dramatically improve client satisfaction and retention.
- Get inspired by Stan Slovan's personal journey and professional achievements.
Tune in to this enlightening episode and take the next step in your journey to becoming an evolved advisor. Your success story starts here!
In this episode, Jeff is joined by Stan Slovan, a leading figure in the wealth management industry and a respected author. Together, they delve into the critical components of building successful advisory teams and the art of effective communication. Whether you're an experienced advisor or just starting out, this episode is packed with valuable takeaways.
Key Topics Discussed:
- Stan Slovan’s unique career journey from law to wealth management.
- The evolution from solo practices to team-based approaches in financial advising.
- The importance of specialized skills within a team, including tax, estate planning, and financial planning expertise.
- How effective communication and trust are fundamental to team success and client retention.
- Practical strategies for team building, including leveraging diverse skill sets and ensuring work-life balance.
- Insights from Stan’s book, "Better Listening: The Secret to Improving Your Professional and Personal Life," and how it applies to financial advising.
Why You Should Listen:
- Gain expert insights on transitioning to a team-based advisory model.
- Learn practical tips on enhancing communication and building trust within your team.
- Discover how better listening can dramatically improve client satisfaction and retention.
- Get inspired by Stan Slovan's personal journey and professional achievements.
Tune in to this enlightening episode and take the next step in your journey to becoming an evolved advisor. Your success story starts here!
