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Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business
Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they should be winning.
Chris Larkin, founder of training consultancy BigRock, returns to the podcast alongside Mark Rockliffe, CEO of Pembroke Financial Planning, to unpack what is really behind that number and what Pembroke has done differently over the past 12 months, growing from around 80 to 170 people along the way.
BigRock's Advisor Advantage diagnostic tool, completed by hundreds of Financial Planner Life listeners, found this audience scoring 48%…
The skinny
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