Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and maintain strong client relationships? In this episode, Referral Coach Bill Cates interviews Katie...
Published 11/13/24
Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them? In this episode, Referral Coach...
Published 10/30/24