Influencers Radio With Jack Mize

In this episode, Scott Keffer, author, speaker, coach and wealth planner, shares with Jack how he helps Financial Advisors, Money Managers and Estate Planners take control of their own business and accomplish the goals they had in mind when they first went into this industry.Most advisors are taught to cast a wide net and talk to everyone and accept anyone as a client in their business. As a result, they work long hours and don’t make the amount of money they should be making. Furthermore, they often don’t enjoy working with some of the clients they’ve engaged.Scott helps financial advisors develop a different mindset, similar to that of a country club, where a potential client has to “apply” to be accepted as a client. Those accepted would be preferred clients who allow the advisor to let go of other clients who are not the ideal fit. This leads to making more money, working fewer hours and enjoying working with the clients they do have.The mindset and the strategies which Scott shares can be applied to many