Building Stronger Client Relationships & Driving More Referrals
Update: 2024-07-11
Description
In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken, who joined as a guest with Sean Brown, CEO of YCharts.
They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.
It was too good not to share.
To follow along with the presentation you can DOWNLOAD THE FREE REPORTS:
- YCharts' 2024 Advisor-Client Communication Survey: https://go.ycharts.com/2024-advisor-client-communication-survey
- Snappy Kraken’s 2024 State of Digital Report: https://snappykraken.com/state-of-digital
We Explore:
- Navigate evolving client communication expectations amidst market shifts.
- Implement top-tier communication tactics to fortify client retention and spark referrals
- How to harness YCharts’ latest research and Snappy Kraken’s State of Digital report to tailor a client-centric approach for impactful AUM growth
- And the MANY Strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagement
Links to Check Out:
- WATCH the recording here: https://www.youtube.com/watch?v=h0lMvo7ZoFY
- Stay Up-to-Date on All Future YCharts Webinars: https://go.ycharts.com/webinar
- Want to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k
- Follow YCharts on social media: https://x.com/intent/follow?screen_name=ycharts
This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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In Channel
![State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 2]](https://s3.castbox.fm/5c/40/49/1dec227531c07f8b4c06ec40a25e8a23bc_scaled_v1_400.jpg "State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 2]")
![State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 1]](https://s3.castbox.fm/2e/ea/f7/a949c92b1284c7f337ae729b9d0f8ffb6e_scaled_v1_400.jpg "State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 1]")
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