How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Technologies Impact on the Client Experience
2022-01-25 • 20 sec

You have the clients who deserve a lot of attention and then you have the clients who need your attention. Your most deserving clients are often the least demanding. They’re busy, they’re successful, they’re respectful of your value, and sometimes we take them for granted. However, these are the clients we really want to competitor-proof, maximize and replicate. We want to make sure you’re not spending time with those who need your service at the expense of those who deserve your service. Use technology to help ensure consistency with these clients and in your ongoing service model.

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