What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?
It turns out that your communication between meetings (texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention.
In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and how Advisors can create a “web of support” plan to help improve trust, satisfaction, and client retention.
You’ll Learn:
- Ways to personalize communication at scale
- A framework for “between meeting” communication
- How to balance task-based and relationship-based outreach
- Signs your client has financial anxiety (even when they say they’re “fine”)
- Why you need the right message delivered through the right medium
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