How to Shift From a Financial Advisor to a Financial Coach with Todd Tresidder

Between Now and Success · Dec 2, 2019 · 1h 11m

In a Nutshell: Shifting from being a financial advisor to being a financial coach could be the next evolution of how financial guidance is delivered and enable independent human advisors to remain profitable and relevant.

Guest: Todd Tresidder. Todd is a former hedge fund manager who transitioned into a successful financial coaching career. Recently, he has adapted his coaching into a series of premium online courses on wealth building at Financial Mentor.

My Key Takeaway: In order to keep adding to your value proposition:

- Spend more time empowering clients and less on enabling them.

- Help…