Smarter Planner Podcast: Outgrowing Clients with Belle Osvath, CFP
In this industry, you hustle hard and dream even bigger, especially when it comes to elevating your game and taking control of your destiny. That's exactly why the incredible Belle Osvath, CFP invited me to be a guest on the Smarter Planner Podcast, sponsored by the Financial Planning Association’s National Capital Area chapter.
We're dishing out real talk about something every financial advisor has experienced but rarely chats about: outgrowing clients. That big “UGH” feeling when you see a certain client on your schedule for the day. The why’s, the how’s, and the what-next’s can seem messy.
How do you handle this delicate conversation without breaking hearts or burning bridges? Navigating the scenario requires a perfect mix of New York grit and empathic finesse - so, you know I’m the right professional to have your back!
This podcast gives the tools, insights, and confidence to level up, build that empire, and handle your business like the Boss you are.
Grab your favorite espresso & press play. You won’t wanna miss this!
