Feb. 15, 2020
Client Referrals with Mike Byrnes
Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include: Position yourself for more referrals Enhancing trust with clients...
Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include:
- Position yourself for more referrals
- Enhancing trust with clients
- Improving communication while benefiting from technology rather than worrying about it undermining your business
- Marketing for inorganic growth - positioning for recruiting
- Personalized video emails
- Event marketing through collaboration
Guest Michael DeJoseph of Vanguard Group joins the conversation and shares ideas including the importance of active listening for the client experience and referrals.
