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We dive into the reality of advisor culture, exploring why so many financial professionals fail to deliver exceptional service and what truly makes clients leave.
• Communication is the #1 reason clients leave advisors
• Advisors trying to appear "too busy?"
• The ONE thing that kills your marketing every time
• LinkedIn's decline
• Instagram and YouTube's future
• How advisors limit their growth with client meetings
• Why most people don't seek financial help until they've experienced significant pain
• Penny smart, dollar stupid
• FUN: Card shows, new Nike, New Balance, and hot shows Black Rabbit and Dark Wolf
We hope you enjoy!
Thanks for listening!
---
📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube
By Good Till CanceledWe dive into the reality of advisor culture, exploring why so many financial professionals fail to deliver exceptional service and what truly makes clients leave.
• Communication is the #1 reason clients leave advisors
• Advisors trying to appear "too busy?"
• The ONE thing that kills your marketing every time
• LinkedIn's decline
• Instagram and YouTube's future
• How advisors limit their growth with client meetings
• Why most people don't seek financial help until they've experienced significant pain
• Penny smart, dollar stupid
• FUN: Card shows, new Nike, New Balance, and hot shows Black Rabbit and Dark Wolf
We hope you enjoy!
Thanks for listening!
---
📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube