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January 24, 2023What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)30 minutesPlayIf there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?...moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsJanuary 24, 2023What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)30 minutesPlayIf there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?...moreMore shows like Top Advisor Marketing PodcastView allAdvisor Marketing Made Simple19 Listeners
If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?
January 24, 2023What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)30 minutesPlayIf there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?...more
If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?