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How to Wow Your Clients by Exceeding Their Expectations
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - January 28, 2019 18:28 - 35 minutes - 28.6 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How Facebook Helped Me Create Community and Open Up
Next Episode: 5 Ways to Cut the Cost of College
Clients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ever to deliver a client experience that wow's and differentiates you. Listen to Ellen Rogin talk with Jeannie Walters, CEO and founder of 360Connext, and learn how to personalize each point of your client journey so that your clients feel that they matter and never once second-guess choosing you.