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May 31, 2016 at 01:31 PM
If you are thinking about taking a more consultative approach and want a roadmap for how to get there, this episode is for you!
On this episode, we welcome Chad Schneider, chief sales officer at Code SixFour, who has extensively studied practices around the country and has keen insights into how the most successful advisors are either hanging out “Consultant” shingles or are taking a more consultative approach to working with their prospects and clients.
We begin our conversation at the baseline level – asking Chad to explain what a consultant is and why not every advisor is a consultant today, even if they think they are.
He defines the four quadrants that advisors need to work in so that they can build a solid consulting process: discovery, analysis, solution design, and implementation.
