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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Jan 22, 2020
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.
 
 
Download The Report Here: http://bit.ly/advisorcomms
 
Sign-up for a YCharts Trial: http://bit.ly/ychartstrial
 
 
 
Topics Discussed:
 
The three major insights from the study.
 
Your clients do not feel engaged.
Your clients want personalized communications.
Your success can be directly impacted by your communications strategy.
 
What can be done about it?
 
Commit to a cadence.
Create new touchpoints and opportunities.
Serve some clients champagne, others sparkling water.
Hone in on understanding your clients and their goals.
 
 
Connect With Sean & YCharts
 
 
 
 
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