Top Advisor Marketing Podcast
520 episodes - English - Latest episode: 8 months ago - ★★★★★ - 34 ratingsWhere you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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Episodes
Ep 129 – The Freedom Practice with Craig Hersch
January 10, 2019 21:09 - 31 minutes - 36.2 MBToday were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch! Craig is the creator of the Freedom Practice - a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don't just apply in the world of law, but can help you make your practice fundamentally unique and different! Craig is an expert at what he does, and hosts his own podcast along with being...
Ep 128 – Four Steps to Marketing in 2019
January 08, 2019 20:13 - 34 minutes - 39.3 MBWelcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019! Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It's a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk a...
MarketCounsel Summit Series: Make Your Move with Mark Albers
December 26, 2018 15:00 - 29.5 MBAre you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision. Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance o...
MaketCounsel Summit Series: Breaking Away with Todd Thomson
December 24, 2018 15:00 - 30.9 MBLike spring birds leaving the nest, many advisors will go out on their own over their professional lifetime. And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before. Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm. Dynasty is an integrated service provider for in...
MarketCounsel Summit Series: Breaking Away with Todd Thomson
December 24, 2018 15:00 - 30.9 MBLike spring birds leaving the nest, many advisors will go out on their own over their professional lifetime. And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before. Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm. Dynasty is an integrated service provider for in...
MarketCounsel Summit Series: Become a North Star for Corporate Executives with Kenneth Van Leeuwen
December 23, 2018 15:00 - 17.7 MBIt’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporate executives. Joining Matt in Vegas is Kenneth Van Leeuwen, managing director of Van Leeuwen & Company. Kenneth explains what advisors must know when working with executives, the benefits of working with a younger demographic, and how to cultivate 30+ year client relationships. Tune in now to lear...
MarketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash
December 23, 2018 15:00 - 36 MBAre you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers! Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional. Listen in today to learn more about litigation and your financial services busi...
MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash
December 23, 2018 15:00 - 36 MBAre you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers! Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional. Listen in today to learn more about litigation and your financial services busi...
12 Days of Marketing – Morning Rituals
December 21, 2018 19:30 - 25.5 MBIn our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour - your morning magic. When it comes to working with professionals who are off track, Coach Joe's first question is always "what is your morning ritual". The first 60 mins of your day set the tone for the rest of your day - so are you priming yourself for success? Listen in and start every day the right way with Coach Joe and Matt Halloran!
MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin
December 21, 2018 15:00 - 26.9 MBWhen it comes to running your independent RIA, are you using all the right tools? Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence. Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has bui...
12 Days of Marketing – Daily Focus
December 20, 2018 20:27 - 16.9 MBAre you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you'll be turning your business plan into a business reality!
MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland
December 20, 2018 15:00 - 34.7 MBTop Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas! Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service! Resources: Tru Independence | MarketCounsel Summit
12 Days of Marketing – Quarterly Game Plan
December 19, 2018 21:39 - 15.1 MBJoin host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!
12 Days of Marketing – Marketing, Branding & Business Development
December 18, 2018 17:58 - 23.4 MBToday Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!
12 Days of Marketing – Goal Setting
December 17, 2018 17:27 - 19.5 MBA goal is defined as "the object of a person's ambition or effort; an aim or desired result". This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.
MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed
December 15, 2018 15:00 - 31 MBIf you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks. Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more! Resources: Dakot...
MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone
December 15, 2018 15:00 - 33.3 MBThe episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary. Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more! Resources: 3ethos
MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera
December 15, 2018 15:00 - 22.5 MBNext up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology. George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune ...
Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman
December 15, 2018 15:00 - 34.6 MBMany advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully. Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more! Resources: Private Ocean
MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein
December 15, 2018 09:00 - 28 minutes - 32.4 MBYou’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities? Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention t...
12 Days of Marketing – 5 Year Vision
December 14, 2018 17:22 - 18.1 MBYear end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision. If you're ready to take not just 2019, but the next five years by storm, be sure to listen in today!
12 Days of Marketing – Business Life Integration
December 12, 2018 21:46 - 15.7 MBAll work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration. Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!
12 Days of Marketing – Evaluate and Benchmark
December 11, 2018 16:06 - 18.3 MBBenchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don't acknowledge or allocate for it. Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, ...
12 Days of Marketing – Plan To Do The Plan
December 10, 2018 16:05 - 13.9 MBWe all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building. Listen in as Coach Joe explains the value in plann...
12 Days of Marketing – Why Advisors Fail
December 07, 2018 19:04 - 17.1 MBFailure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan. Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning. Don't let past business plan failures impede your future success! Links: Co...
12 Days of Marketing – Why Do a Plan?
December 06, 2018 19:19 - 20 MBIt's the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019. To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you've always considered doing but couldn't find the time or see the value, tune into this episode to find out the tr...
Ep 127 – Getting Holiday Social with Kaley Lewis
December 04, 2018 19:20 - 17 minutes - 20.2 MBIs your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement! Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you'll be sure to create a...
Ep 126 – Being a Category of One with Joe Calloway
November 29, 2018 19:25 - 28 minutes - 32.3 MBOn this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison. Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action. As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stan...
Ep 125 – Hosting a Successful Seminar with Mike Thurman
November 27, 2018 20:28 - 27 minutes - 31.7 MBDo you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops. Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a...
Ep 124 – The Value of Tech Integration with Kristen Schmidt
November 20, 2018 17:00 - 34 minutes - 39.2 MBToday Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt. Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential - with most firms only using 20-30% of what th...
Ep 123 – Power of the Purse with Lynn Evans
November 16, 2018 21:55 - 30 minutes - 35.3 MBHave you ever thought you had such a great idea—someone might just pay you to read it? Often times advisors reach a point in their development where they're told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing? Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse. Lynn is a national leader in th...
Ep 122 – The Money Personalities with Scott & Bethany Palmer
November 13, 2018 17:15 - 40 minutes - 46.2 MBAs a financial advisor - how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what's left to make you stand out? The answer is your client relationships. Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today's episode, learn how you can use this tool to successfully differentiate yourself from your ...
Ep 121 – Merging Your Firms with Jennifer Goldman
November 09, 2018 20:48 - 32 minutes - 37.5 MBMatt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm. As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form o...
Ep 120 – Getting Stuff Done with Dave Crenshaw
November 06, 2018 20:46 - 35 minutes - 40.6 MBBest selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized. Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as...
Ep 119 – Reaching your Ideal Client with Susan Danzig
November 02, 2018 13:39 - 30 minutes - 35 MBToday on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success. Afte...
Ep 118 – Top 10 Interview Tips with Matt Halloran
October 30, 2018 17:29 - 41 minutes - 47.3 MBSwitching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you're a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people's podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!
Episode 117 – Video Marketing with Robin Powell
October 25, 2018 21:23 - 31 minutes - 39.8 MBAs an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium? Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors. Robin specia...
Episode 116 – Persuasive Communication with Jeff Tippet
October 23, 2018 11:00 - 27 minutes - 31.3 MBClient acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective? Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want. Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the tw...
Episode 115 – Successfully Using an Exclusive Niche with Michael Graef
October 17, 2018 18:21 - 26 minutes - 29.8 MBJoining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly. Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of d...
Episode 114 – Are you brand worthy?
October 17, 2018 18:15 - 37 minutes - 43.4 MBYour brand is the first thing a client encounters when it comes to discovering you. Whether it's through your website, a business card from a friend, or the logo on the front door to your office. It's the sign off on an email, it's the greeting on the phone, you need to live breath and be your brand. So how can you tell if it's good enough? Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you're brand worthy. Answering some tough questions, with even tougher answers...
The Keys to the Ladies Room with Adri Miller-Heckman (Ep. 113)
October 11, 2018 22:31 - 36 minutes - 41.3 MBAdri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients. In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating exponent...
Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman
October 11, 2018 18:31 - 36 minutes - 41.3 MBAdri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients. In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating exponent...
Episode 112 – From Frustrated to Focused with Debbie Peterson
October 09, 2018 20:10 - 27 minutes - 31.7 MBJoining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results. When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help dec...
Episode 111 – Reaching the Right Audience with Sara Grillo
October 04, 2018 23:17 - 35 minutes - 40.7 MBMarketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. Sara's personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA, ke...
Episode 110 – Biblically Responsible Investing with Robert Netzly
October 03, 2018 17:08 - 28 minutes - 32.6 MBMatt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many ot...
Episode 109 – Retiring Early with Eric Gaddy
October 01, 2018 15:23 - 24 minutes - 28.2 MBThroughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today's guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He's 48, and retired. Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24...
Episode 108 – The Influencer Navigator Plan with Jay Palter
September 25, 2018 17:54 - 27 minutes - 31.9 MBToday Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers. Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to sh...
Episode 107 – Growth Marketing with Alan Moore
September 20, 2018 16:18 - 31 minutes - 35.8 MBOften when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore. Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services...
Episode 106- A Woman’s Way with Michelle R. Donovan and Patty Kreamer
September 18, 2018 18:40 - 28 minutes - 33.2 MBToday Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman's Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man's World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic. Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confiden...
Episode 105 – Creating an Extraordinary Client Experience with Julie Littlechild
September 14, 2018 17:31 - 5 MBIf you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were? In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your of...