Ep 379 - Talk To The Right People

Ep 379 - Talk To The Right People

From Wise Money Tools by Dan Thompson

April 8, 2026 · 8 min

About this episode

This episode discusses the importance of targeting the right audience for advisors to improve their conversations and results.

Most advisors don't have a strategy problem… they have a targeting problem . The fastest way to lose confidence? Explaining a great idea to the wrong person . When you learn who to talk to — everything changes: Better conversations. Better clients. Better results. Stop chasing. Start choosing. 📩 dan@wisemoneytools.com 📅 Book a strategy call: https://api.meetpaddy.co/widget/bookings/danthompson

Topics covered

  • targeting
  • confidence
  • client relationships

Keywords

  • advisors
  • strategy
  • conversations
  • clients

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