Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?
In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.
Jack and Alison discuss: 

How the difference in generations impact their financial strategies and needs
Why accountability is important for the younger generation of clientele
The importance of consistent communication with advisors when life throws a curveball
How the Iter Financial Wellness subscription model works
How advisor-client contact changed with the later generations
And more

Connect with Jack Burnette:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory
Phone Number: 205-613-4994
Office Number: 205-510-9072

Connect with Alison Castellano:

LinkedIn: Alison Castellano
Phone Number: (205) 504-9868

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