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.