AdvisorRadio Podcast for Financial Advisors by Horsesmouth artwork

Why You Still Need to Pick Up the Phone and Talk With Your Clients

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - August 28, 2017 16:18 - 33 minutes - 23 MB - ★★★★ - 10 ratings
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Emails, texts, and other tech-based methods make it incredibly easy to get in touch with clients. So easy, that more and more of us are using these channels exclusively. But when you never talk to a client over the phone or see them face-to-face, the personal connect is missed and the relationship suffers. Though you are always connected, you grow distant.

Ellen Rogin talks with Holland Haiis in this edition of AdvisorRadio. Holland is a digital detox & connectivity expert who specializes in helping professionals stay consciously connected with their clients. Holland shares some important information about the balancing act we need to have in our client communications between technology and more personal methods such as good old-fashioned picking up the phone.