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How We Really Measure Success With Clients | Ep. 21
What does it actually mean for a financial advisor to be doing a good job? Gideon Drucker and Jordan Haines go inside baseball on how advisors judge their own client relationships in the early years, and it has almost nothing to do with investment returns.
In this episode, they cover:
Why investment performance is a poor barometer for a financial planning relationship, and what should be measured instead
The moment a client starts treating their advisor as a thought partner instead of someone to check in with once or twice a year
Why clients asking fewer pointed questions over time is…
The skinny
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