Financial expertise alone is insufficient to gain and retain clients. Clients expect more. They want you to understand their personal experience, and be equipped to walk them through whatever life throws at them. Can you?
Welcome to our new complimentary podcast series, Clients for Life. Click here to listen to our inaugural interviews. Each of these short interviews features an advisor who completed the Corgenius Master Class on guiding clients through the most difficult transitions of their lives. They describe the skills and best practices they implemented in their firms, both large and small, that are having the most impact on client satisfaction, loyalty, and referrals.
Take a few minutes to listen and pick up some new ideas on how you, too, can more confidently serve clients through the toughest times of their lives. The podcast series is also available here as an RSS Feed and on iTunes via the Podcast app (Search for "Clients for Life").
We’d love to hear what you think of our new series. Please email us with your comments and ideas.