In this enlightening episode of "The Complete Advisor," host Dennis Mattern welcomes Mike Terrio, President of The Terrio Group, for a deep dive into the challenges and intricacies of financial advising. The conversation delves into common objections advisors face, like the dreaded "I already have an advisor," and how to transform this objection into an opportunity for deeper conversation and potential partnership.Listeners will gain invaluable insights into the nuances of client-advisor relationships, the risks associated with financial planning such as bad advice, no advice, and one-sided advice, and the crucial role of effective communication and questioning in uncovering true client needs. The episode also explores the psychological aspects behind financial decisions and the significance of trust and honesty in fostering long-lasting client relationships.Whether you're a seasoned financial advisor or just curious about the industry, this episode offers a unique perspective on the challenges and rewards of helping clients navigate their financial futures. Discover how embracing holistic financial planning can lead to better outcomes for clients and advisors alike. Click now to listen to this thought-provoking discussion on "The Complete Advisor" podcast.----- ----- ----- ----- This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2024 Creative One Marketing Corporation.

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