In this episode, Jeff and Ken discuss: 

• The systems and practices that separate the good from the great.  
• The role of technology in building a great business. 
• Client satisfaction. 
• Meaningful conversations and educating your clients. 

Key Takeaways: 

• You don’t rise to the level of your goals, you rise to the level of your systems. 
• The best business strategy is a satisfied client. Technology can’t replace traditional human touch. 
• The words you say are very powerful. Communicate clearly, communicate meaningfully, communicate powerfully, communicate collaboratively. 
• The best firms are made up of competent, motivated people. 

"When you start off a relationship, even in a discovery meeting with a new prospect, you want to set an expectation that you can meet, and then you want to back that up with meaningful communication." —  Ken Unger

Connect with Ken Unger: 

Website: https://preferredadvisoracademy.com/ 

LinkedIn: https://www.linkedin.com/in/kenneth-unger-34754788/  

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

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

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/