Engaging My Clients With Painting and Shredding Events

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - November 14, 2016 15:39 - 17 minutes - 7.96 MB - ★★★★ - 10 ratings
Investing Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Why I’m Putting on Cybersecurity Presentations

Next Episode: How I'm Building Relationships with CPAs through Teaching Them About IRAs

What's Working Now: This advisor bonds with her clients and prospects through smaller client events that don't break the bank, such as painting and shredding parties, and an ongoing financial book club.