1 hr 6 min

03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol Advisor Elevation

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol.  Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele.  Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol.  Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele.  Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

1 hr 6 min