It takes more than kindness to build lasting client relationships!

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relationships that last!

You’ll learn:

?Why kindness is just the beginning for building lasting client relationships.

?The 5 C’s of success every advisor needs to know.

?How to avoid common pitfalls like “reverse churning” and inconsistent service.

?Practical strategies for demonstrating value and protecting yourself and your clients.

Don’t miss out on this valuable discussion! Listen and learn how to start building trust and a thriving practice!

Any questions? Send 'em in!

RELATED POSTS

Marketing for financial advisors is soooo hard!
Financial Advisor Marketing

Marketing for financial advisors is hard!

With a little bit of creativity, which to be blunt is the last thing on any financial advisor’s mind given all the stress they’re under, you can refocus the lens through which the world sees you. Here are some market-beating social media strategies that are a core holding for all financial advisor and financial planner marketing portfolios.

Read More »