How Your “Why” Drives Growth in a Financial Advisory Firm
In this episode of the “Managing Your Practice” podcast, Modera Strategic Advisor and Principal, Gordon Bernhardt, shares how advisors can leverage storytelling and incorporating their own personal “why” into various interactions to support deeper client relationships and drive growth in their advisory firms.
“I didn’t feel fulfilled in doing what I was doing as a CPA. Clearly, we need CPAs, but for me, I didn’t feel like I was fulfilled, or I was, again, living my “why”. Didn’t really know my why yet at that point, but I had thought that maybe financial services would be the way for me to help people, to make an impact in people’s lives…I started interviewing business owners and executives to help them leverage their story and I saw the power of connection when you ask people to share their story, you develop a deeper bond. So, I love asking clients, I love asking business owners, I love asking employees that get to the heart of who they are.”
Listen to the full podcast here.
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