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Ep 79: The Rules Have Changed! How to Get More From Clients - With Bev Flaxington

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Ep 79: The Rules Have Changed! How to Get More From Clients - With Bev Flaxington

What makes “The Ask” so awkward and even counterproductive?

FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight.

In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior Coach, a three-time bestselling author, and Founder of The Collaborative. They discuss how advisors can better understand their clients motivations to build trust and better manage their experience.

Beverly discusses:

  • Five unique client personas
  • How adapting your strategies by persona can result in getting more of their wallet
  • The potential shortfall of the 80/20 rule
  • A common, mistaken assumption advisors make with clients
  • And more
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