A Step-by-Step Approach to Surprising and Delighting Your Clients
One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. This frequently overlooked strategy gives clients a customized, memorable experience that makes them feel more appreciated and understood. If you’re ready to start surprising and delighting your clients but you’re unsure where to start, this is the webinar for you.
Top Advisors Reveal How They Mastered Social Media
Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial’s Mark Schoenbeck EVP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYgen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too.
How Venture Capital Thrives by Betting on Weirdness
Who would want to be tasked with investing their own and other people’s money in companies run by weirdos and jerks? But that turns out to be one of the most important skill sets shared by successful venture capitalists.
Advisor Tax Mistake #2 – Not Getting Referrals from COIs
As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors. Typically, I respond with questions such as…