Community Building to Win Clients

Update: 2024-12-20

Description

In this episode we discuss the following:

What effective community building means for a financial institution.
How community building helps achieve business objectives.
The types of organizations should be targeted for community building.
Becoming subject matter experts in the community.
Community building success stories.

Our guests for the episode are:

John Olerio from Lighthouse FCU (and incoming BISA President)
Tom Hufton from The State Bank

Comments

In Channel

Leveraging Sales Assistants

2025-12-1901:01:02

Maximize your CRM and Elevate Customer Engagement

2025-12-1654:54

The Evolution of Virtual Meetings

2025-11-2449:50

Building a Career Path

2025-11-2152:58

Being Creative with Compensation

2025-11-1056:04

The Magic of the Discovery Process

2025-11-0701:05:29

Financial Planning – To Charge or Not to Charge

2025-09-1142:55

Structuring a Good Succession Plan

2025-05-1358:33

Navigating Market Volatility

2025-04-1428:08

How to get the rest of your advisors to transition from transactional to advice-based

2025-01-3051:10

Creating Differentiation

2024-12-2356:51

Community Building to Win Clients

2024-12-2055:14

Second Story Advisor Success

2024-12-1644:07

Leveraging Data for Growth

2024-12-0958:55

Leveraging Centers of Influence

2024-11-2149:52

Fostering Cross-Departmental Cooperation

2024-09-1145:45

Leveraging Advisor Mentorships

2024-06-1357:35

The State of Advisor Training

2024-05-2829:22

Leveraging Technology to Gather Assets

2024-03-1501:03:50

Exceeding Client Expectations

2024-02-2501:00:57

00:00

Community Building to Win Clients

#box-pro-ellipsis-176632154814416{-webkit-line-clamp:2;}Community Building to Win Clients

Community Building to Win Clients

Community Building to Win Clients