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What does client success look like?
How can your marketing help connect with clients and prospects?
In this episode, Matt Halloran talks to Alison Friedel, ProudMouth’s client success manager. Join them as they discuss ways to speed up your clients’ success and build lasting relationships.
Alison discusses:
- The admittedly terrifying –– but most accurate way –– to define success for your clients
- Three podcasting strategies that are bringing our advisors the most success
- What drives engagement on social media (but advisors are shy to do it)
- How to make your podcast entertaining so people choose it over things like Netflix
- And more
Related: The Easiest Way To Help Clients (Finally) Get Their Estate Planning Done With Ryan Stark