Financial Advisor Marketing Podcast
Business:Investing
What Clients Value, Ranked In Order Of Importance
Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets.
But if you do whatever your client tells you to do, you’ll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things.
In this episode, you’ll find out exactly what clients really want—and how to use that insight to get and keep more clients.
Tired of clients leaving? Listen now!
Show highlights include:
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html
https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html
https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html
Create your
podcast in
minutes
It is Free