Imagine you’re sitting down with a potential new client for the initial discovery meeting. What do you see sitting across from you?
Unfortunately, many advisors see a “prospect,” “dollar signs,” or perhaps “a million-dollar account.” The philosopher Martin Buber called this an “I-It Relationship,” in which one person objectifies the other.
On today's show, Ross Levin explains the importance of "I-You" relationships, how to master the "slow things," and the story behind building one of the industry's most iconic firms.
Ross Levin is the CEO and Founder of Accredited Investors Wealth Management, which is an RIA based in Minnesota, with approximately $2 billion in assets under management. Ross was the first recipient of the Financial Planning Association's Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. He is truly an icon in our industry.