Ben Carlson
👤 SpeakerAppearances Over Time
Podcast Appearances
And that's what we learned.
And again, we didn't have that figured out on day one, but once we did figure it out, we said, okay, what are ways that we can do this even better?
I think that's what we figured out is just the trust factor.
You kind of narrowed the window between a yes and a no from a client, right?
Yes, this is a person or organization I work with or not.
Now that I see what's behind the curtain, I don't really want to, but thanks anyway.
So I think that's what we learned is just how important trust is.
in this whole process.
Because financial planning is something that's just never done.
You don't just hand someone a binder and go, here you go, go do it.
It's a process.
You got to make sure that you want to work with these people for the long haul.
That's a long-term relationship too.
Yeah.
Yeah, and I think we underestimated that part of it too.
Yeah, you get feedback on your blogs, but you can kind of tailor your blogs and you edit it along the way.
But when you're sharing your own stuff and your people hear you talk, then yeah, you're right, it breaks down those walls even further.
And on a podcast, they end up feeling like they know you, right?
So yeah, you're right, the feedback you get
is almost 10 times stronger than something that you write because, yeah, people, they can hear the inflections and hear what kind of person you are and your personality.