Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...
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Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...
The Problem with Risk Tolerance and Asset Allocation
The Advice Business Podcast
43 minutes
4 months ago
The Problem with Risk Tolerance and Asset Allocation
Think you’ve mastered the risk conversation? Think again. In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover: 1️⃣ Most risk tolerance scores do little to keep clients invested when markets get rough. 2️⃣ Risk tolerance and risk need are completely different but most advisors treat them the same. 3️⃣ Failing to inv...
The Advice Business Podcast
Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews, every touchpoint shapes how clients experience trust, confidence, and connection. Zach and Kelsey break down what it takes to communicate with ...
