In an engaging episode, Countable Co-founder, Atin speaks with our guest, Shannon Lee Simmons, an award-winning Financial Planner and Founder of the New School of Finance. Shannon draws on her decade-long experience of successfully advising and retaining clients while sharing her insights on how to build lasting client relationships.
Key Topics:
00:00 – 02:35 – Introduction to Shannon
02:36 – 05:16 – Fostering a deeper relationship
05:17 – 09:00 – Building trust
09:01 – 11:53 – How to ensure people are interested
11:54 – 15:55 – Establishing trust with your clients
15:56 – 19:21 – How to hire the right people
19:22 – 24:45 – How and when to scale your business
24:46 – 31:49 – Dealing with unsatisfied customers.
31:50 – 36:16 – The important aspects of building a business
36:17 – 40:34 – Scaling; enough vs too much
40:35 – 42:02 – Keys to success
42:03 – 42:49 – Conclusion