Insights on Retaining Ideal Clients, Ep. 04

Podcast
Written By Crystal Lee Butler, MBA

Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide, about the key pieces to retaining ideal clients, how to ask the right questions and how to actually listen to the answers.

Crystal is the founder & CEO of Crystal Marketing Solutions, a marketing agency dedicated to collaborating with independent financial advisors.

** Previous episode mentioned - Insights on How to Attract Female Clients - https://crystalmarketingsolutions.com/episode-3/ **

Mentioned In This Episode:

  • The process of active and pathic listening.

  • The importance of a defined onboarding process.

  • How to create an outstanding client experience.

  • Ways to Improve client satisfaction and stand out from your competition.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
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Insights on Stress and Ways to Reduce It, Ep. 05