As Business Expands, Show Clients They Still Matter

Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his busi-ness expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.

The Bird’s Eye View:

Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his business expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.

 

Your Guide:

Imagine you have a trusted advisor helping you make important financial and business decisions. Suddenly, that adviser wants to take on more clients and asks you to recommend them to others. You want to help them but worry you won’t get as much one-on-one attention as their business expands.

On this episode of Your Retirement Elevated Podcast, Scott Dougan talks about going through that experience with his adviser and how it caused him to have an epiphany about his own business.

“I was selfish … My first concern was, ‘Are you still going to be available to me?” Scott remembers asking his adviser. “I said, ‘This must be how our clients feel when we talk about us growing our practice.’”

Scott says the experience has changed how he handles client relationships while building his business. Hear his full story in the podcast or use the timestamps below to learn more.

Thanks for checking out the Your Retirement Elevated Podcast. We’ll talk to you again on the next show.

2:00 Scott shares how adviser has helped him

4:13 Scott finds out his adviser wants to expand and help others

7:53 – How business expansion can affect clients

11:12 – Scott discusses business growth

12:04 – Relationships are sacred

14:02 – Job No. 1 is taking care of clients.

 

Your Guide:

Home Insight About Scott

Scott Dougan, RFC, Investment Advisor – Contact

DISCOVER MORE...

SUBSCRIBE

YouTubeApple PodcastsSpotifyAmazon MusicTuneIniHeartRadio

ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

GET IN CONTACT...

HAVE YOUR QUESTION FEATURED ON THE SHOW

MORE WAYS TO CONTACT

info@erg-kc.com

(913) 393-4724