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Content provided by Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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5 (Critical) Improvements We Made to Our Client Meeting Process
Manage episode 387926792 series 2805268
Content provided by Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
👉 Click here to learn more and join 1,000+ financial advisors at the Summit.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
Check out the full agenda here.
---
Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
---
34 episodes
Share
Manage episode 387926792 series 2805268
Content provided by Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Last chance!!!
The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
👉 Click here to learn more and join 1,000+ financial advisors at the Summit.
No boring PPT presentations. No vendors. No sponsors.
Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
Check out the full agenda here.
---
Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
After years of trying to implement a good, systemized review meeting process...
...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
---
34 episodes
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Similar to Experiments in Advisor Marketing
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
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