Chapters 7 & 8

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Chapters 7 & 8

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Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 7: What Makes A Great Meeting?

How can financial advisors apply NASA’s approach of making small course corrections to ensure their client meetings consistently build trust and guide clients toward long-term success?
How do you ensure that you're always discovering (ABD) during meetings, rather than just following a set agenda, and how has this approach helped you uncover crucial client information in unexpected situations?

Chapter 8: Five Top Tips for Advisors

How can financial advisors help clients recognize and overcome emotional biases, like Ian’s reluctance to sell at a profit, to make more rational investment decisions?
How can financial advisors effectively use KPIs like Client Satisfaction Score or Net Promoter Score to improve their client relationships and grow their practice?

In this episode, Steve discusses:

Stay committed to your vision to endure setbacks and build lasting entrepreneurial success
Embrace critical feedback to fuel personal growth and business improvement
Prioritize legacy and impact over recognition to define true success
Build trust first to elevate roles as educator, advisor, or facilitator
Use data and client insights to enhance communication, service, and referrals

Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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