UncommonCents Episode 88: Building Brand Loyalty in Financial Planning Business
Update: 2025-09-04
Description
In this episode, Craig Kouimanis and Dean Holmes tackle a critical question: Who owns the client—the adviser or the business?
Learn how to build brand loyalty that keeps clients with your firm, even when advisers leave.
Key topics:
Building strong client communities and company culture
Making your business the brand, not individual advisers
Seamless client transition strategies
Brand loyalty lessons from other industries
Practical client retention tips for business owners
Perfect for financial advisers, business owners, and anyone interested in practice management.
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