Category Archives for Client Experience

Communicate more clearly with your clients

 Digital Marketing 4 Financial Planners · S2 EP07 | Communicate more clearly with your clientsPodcast CommentaryIn today’s episode, Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. She believes generations have very different expectations/drivers. You must know what they are to […]

What is a Money Quotient?

 Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life.  According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]

E26 | Sharing your firm story through video

Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

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