The Real Reason Your Clients Don't Refer Family and Friends
From DecaMillionaire Decoded · 23:37
Show by Justin Goodbread
Trillions of dollars in generational wealth are shifting, yet most financial advisors lose inherited assets when client parents pass away. In this episode of Decamillionaire Decoded, Justin reveals why your best clients aren't referring their children or friends - and why it's a visibility issue, not a service problem. Instead of relying on generic CFP-style onboarding processes that look identical to every competitor, Justin details how to construct a dynamic "Lifetime Client Journey". Learn the 5-step framework to map every decade of life - from student loans in the 20s to estate planning in the 80s - assign team co-owners, host State of the Firm addresses, and capture multi-generational assets before they walk out the door. DecaMillionaire Decoded Links • Relentless Value Coaching Workshops • DecaMillionaire Decoded on YouTube
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