Revisiting an insightful episode from our Augmented Advisor podcast, with H. Adam Holt, CFP®, ChFC® of AssetMap.
Adam is super insightful on client experience and lots more.
English
Blueleaf Advisor
10K posts
Blueleaf Advisor
@blueleafadvisor
We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.
Boston, MA انضم Ocak 2011
976 يتبع2.1K المتابعون
When building something innovative, you have to give yourself the space to be wrong!
Listen to more in this podcast episode: bit.ly/418CaXa
English
Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!
English
A riff on aggregation after #t32024 from a 30-veteran advisor. A simple takeaway. But the old guard may not like it.
English
3/The result
1. Inbox filled w/ relevant messages
2. Value is top of mind, you engage
3. You love that service
English
1/Does Your Advisory Firm Have an Active Engagement Loop?
Major media has been using this strategy for over a decade
English
QHT
Proactive communication during market volatility is essential. 👍
English
QHT
If you're a financial advisor and want to make your clients feel closer to you, this podcast is for you. Listen in to learn how being yourself is the best way to be awesome at building client relationships.
English
"Want to know a secret about winning clients' trust?" Hear it from Shelley Nadel in latest podcast episode. 🎙️
English