Om episode
- Curtis reflects on the vision he had for working with Dan to get great content out from the top financial advisors in the world, who happen to also be Strategic Coach 10X clients. - Curtis asks Dan to talk a little bit about his vision for the role of financial advisors in society today, and Dan shares all the growth that he's seen over the last 40 years in technology, how easy it is for us to have a podcast conversation like this and how important it is. - Will asks Dan to reflect on unique processes: how advisors have them and create them and how they differentiate themselves. Really good ways to talk about how to differentiate from robo advisors by asking great questions. - Dan talks about the importance of asking great questions and how answers are commodity. How great questions are what differentiates us all. He said 20% of advisors, the 10X advisors, will figure that out. The other 80% will have a harder and harder time competing with robots. - Will, Curtis and Dan discuss unique ability and Curtis shares his appreciation for Dan helping Curtis discover his. - Will, Curtis and Dan discuss mindset and score cards. Dan mentions the difference between the transformational advisor versus a frustrated advisor, and Dan has a big vision about how as advisors, ought to just be working with entrepreneurs. The best clients for advisors are actually people that own businesses and are entrepreneurs versus others because of how they see the world and how we can help them in a unique and compelling way. Find out if you're a 10x Advisor! Take the scorecard - http://www.knowyourscore.coach/scorecards/c2e0c124396db336be1616ae03ed2357/surveys