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, and it's something we all can learn from. So, do you provide a needs-based approach in your work life? If so, how can you help others become better in this approach? If not, will you develop the skills necessary to become a needs-based and hands-on personal service to your clients, customers, and employees? Either way, sit down, devise a strategy, and work on it every single day. Resources:Learn more at https://www.vorisekfinancialcorp.com/LinkedIn: https://www.linkedin.com/in/phil-lovegrove/Twitter: https://twitter.com/phillovegroveFinancial Advisor Success Podcast: https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/Between Now and Success: https://stevesanduski.com/podcast-blog/Planet Money: https://www.npr.org/podcasts/510289/planet-moneyWall Street Journal podcasts: https://www.wsj.com/podcasts -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices