Top Advisor Marketing Podcast

Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)


Listen Later

What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
...more
View all episodesView all episodes
Download on the App Store

Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

37 ratings


More shows like Top Advisor Marketing Podcast

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,358 Listeners

Holiness for the Working Day by Fr. James Searby

Holiness for the Working Day

376 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

3,007 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,556 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners