5 (Critical) Improvements We Made to Our Client Meeting Process
Experiments in Advisor Marketing
English - December 06, 2023 10:00 - 35 minutes - 28.7 MB - ★★★★★ - 130 ratingsMarketing Business Management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
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