About This Episode

Studies show that customized marketing makes clients feel more appreciated and understood. In today’s episode, we are going to learn how to implement your own efforts to surprise and delight clients.

About Our Guest

Erinn Ford is the EVP of advisor engagement with Advisor Group. She leads a team that is motivated by a common goal: to help advisors realize their vision for success. Erinn is the former CEO of KMS Financial, a subsidiary of Advisor Group, and former president of Cetera Advisors.

Show Notes

Here is a link to download Advisor Group’s Surprise & Delight Guide.