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November 05, 2024Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)28 minutesPlayWhat if there was a way to make every client meeting feel more personal, engaging, and trust-building?...moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsNovember 05, 2024Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)28 minutesPlayWhat if there was a way to make every client meeting feel more personal, engaging, and trust-building?...moreMore shows like Top Advisor Marketing PodcastView allWSJ What’s News4,358 ListenersHoliness for the Working Day376 ListenersKitces and Carl - Real Talk for Real Financial Advisors244 ListenersMorning Brew Daily3,007 ListenersBarron's Streetwise1,556 ListenersThe Efficient Advisor: Tactical Business Advice for Financial Planners131 Listeners
What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
November 05, 2024Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)28 minutesPlayWhat if there was a way to make every client meeting feel more personal, engaging, and trust-building?...more
What if there was a way to make every client meeting feel more personal, engaging, and trust-building?