In the competitive landscape of financial advising, unlocking client potential is key to achieving lasting success. Brett Hartvigson, an esteemed consultant and strategist, offers a comprehensive guide designed to help financial advisors uncover and maximize their clients’ potential. His approach combines strategic insights with practical tools, providing a roadmap for advisors to excel and drive significant results for their clients. Hartvigson’s guide begins with the foundational step of deep client analysis. He emphasizes the importance of thoroughly understanding each client’s financial situation, goals, and personal values. This process involves detailed assessments that go beyond financial metrics to capture clients’ aspirations, concerns, and behavioral tendencies. By developing a nuanced profile of…