Change Your Mindset

My guest today is Phillip Lovegrove, who's a partner in the personal financial planning firm of Vorisek Financial Corporation. Now, many of the financial planners that I've interacted with in the past could not or would not adapt their conversation to meet the needs of their clients. Instead, many only seem to be serving their own needs and, at times, come across condescending. Phil is just the opposite.Phil believes in taking a needs-based approach and providing hands-on personal service for his clients – and I believe this is something that all professional service providers need to start doing, and soon. It helps your clients in the long term, and it’ll help your business, too.I've been a client of his for just over a year and, during this time, I've had more conversations about my financial position and pending retirement than ever before. Albeit, I'm a lot closer to retirement than I was five years ago, but this is the kind of service that really adds value and increases trust. He is doing a great job, a