What The Most Successful Advisors Know

One of the hardest transitions for insurance agents and financial advisors is that leap from good to great. Advisors stuck on the plateau of good might try working harder and smarter, but they still struggle to scale their practice.

Retirement researcher Jamie Hopkins has uncovered the practices that are common among the advisors whose clients rate highest on the satisfaction scale. Hopkins discovered in a study conducted in 2020 that confidence is key to client satisfaction.

In this webinar, Hopkins will share:

• How the most successful advisors instill confidence in their clients.
• Which services made the biggest impact.
• How often top advisors contacted their clients.
• Why their clients were unlikely to question their advisor’s fee.

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