#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel
Description
Creating a memorable client experience is key to standing out in the competitive world of financial advising.
How can you automate thoughtfulness and build emotional connections to boost referrals?
In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability through personalized client experiences.
By tuning in, you’ll discover the power of “automated thoughtfulness” and how it can lead to exponential growth in client engagement and referrals.
Bill and Jeff discuss:
- The core mission of Client Giant and how it aims to foster personal relationships over transactional ones
- The principles of creating remarkable and memorable client experiences
- Success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches
- The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients
- …And more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Ep. #12 – Using the “Wow Factor” to Maximize Client Engagement and Create Advocates with Scott Miller
Connect With Bill Cates:
Connect With Jeff Jackel:
About Jeff Jackel:
Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business.
Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology.
With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.
United States
