Financial Planner Life Podcast

← Financial Planner Life Podcast7 Sept · 59 min

Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business

Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business7 Sept59 min

Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they should be winning. Chris Larkin, founder of training consultancy BigRock, returns to the podcast alongside Mark Rockliffe, CEO of Pembroke Financial Planning, to unpack what is really behind that number and what Pembroke has done differently over the past 12 months, growing from around 80 to 170 people along the way. BigRock's Advisor Advantage diagnosti...