Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn?
That’s not a coincidence.
In this episode, Matt Halloran is joined by Sean Brown, president and CEO at YCharts, to discuss the changing dynamic between financial advisors and clients, the catalysts for that shift, and what you can do to stop the leak. Sean shares his thoughts on best practices and how to build an out-of-this-world CRM to drive what he calls “mass customized configuration of communication”.
Plus, he finds a way to meaningfully include Geoffrey Chaucer and Jerry Maguire in the same episode!
Sean discusses:
- How the pandemic and end of the 11+ year bull market impacted advisor-client relationships
- The three consequences of poor communication
- The results from YChart’s survey of nearly 700 advised individuals
- How ad hoc and cadenced communication are the way forward
- Why it’s important to share useful information with clients…even if they’re not reading it
- How YCharts makes it quick and easy
- And more
Related: Buyer Beware: 3 Ways Lead-Gen Companies Are Falling Short, and What To Do Instead with Kirk Lowe