EP 133 Elevate Your Practice… The Client-Centered Way with Sandi Bragar & Cammie Doder

Your success as a financial advisor depends on your ability to connect with potential clients and build trust with them. This means that by prioritizing your clients’ wellbeing and happiness, you can elevate your wealth management business too!

Sandi Bragar and Cammie Doder are the Chief Client Officer and Chief Marketing Officer at Aspirant, an employee-owned wealth management firm — and they have invaluable insights on empowering your financial advisory business with a focus on clients and personal growth. From advice on engaging various niches to empowering clients with financial confidence, these amazing women have so much advice to offer on how to build strong relationships with potential clients from the get-go. 

Tune in to learn about: 

How going beyond just acquiring clients and instead prioritizing an exceptional experience creates a lasting impact.

How meaningful interactions unveil your clients' needs and aspirations, showcasing your value proposition and building trust.

The strategies to make every client feel loved and valued throughout their wealth management journey.

Developing a standardized, seamless client experience

Connect with Sandi Bragar and Cammie Doder:
Website: https://aspiriant.com
LinkedIn: https://www.linkedin.com/in/sandi-bragar/
LinkedIn: https://www.linkedin.com/in/cammiedoder/

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

Your success as a financial advisor depends on your ability to connect with potential clients and build trust with them. This means that by prioritizing your clients’ wellbeing and happiness, you can elevate your wealth management business too!

Sandi Bragar and Cammie Doder are the Chief Client Officer and Chief Marketing Officer at Aspirant, an employee-owned wealth management firm — and they have invaluable insights on empowering your financial advisory business with a focus on clients and personal growth. From advice on engaging various niches to empowering clients with financial confidence, these amazing women have so much advice to offer on how to build strong relationships with potential clients from the get-go. 

Tune in to learn about: 

How going beyond just acquiring clients and instead prioritizing an exceptional experience creates a lasting impact.
How meaningful interactions unveil your clients' needs and aspirations, showcasing your value proposition and building trust.
The strategies to make every client feel loved and valued throughout their wealth management journey.
Developing a standardized, seamless client experience

Connect with Sandi Bragar and Cammie Doder:

Website: https://aspiriant.com

LinkedIn: https://www.linkedin.com/in/sandi-bragar/

LinkedIn: https://www.linkedin.com/in/cammiedoder/

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices