{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Steal My Strategy","title":"Building Stronger Client Relationships & Driving More Referrals","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b5fe0ea8\"></iframe>","width":"100%","height":180,"duration":2686,"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.\nThey discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.\nIt was too good not to share.\nTo follow along with the presentation you can DOWNLOAD THE FREE REPORTS:\nYCharts' 2024 Advisor-Client Communication Survey: https://go.ycharts.com/2024-advisor-client-communication-survey\nSnappy Kraken’s 2024 State of Digital Report: https://snappykraken.com/state-of-digital\nWe Explore: \nNavigate evolving client communication expectations amidst market shifts.\nImplement top-tier communication tactics to fortify client retention and spark referrals\nHow to harness YCharts’ latest research and Snappy Kraken’s State of Digital report to tailor a client-centric approach for impactful AUM growth\nAnd the MANY Strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagement\nLinks to Check Out:\nWATCH the recording here: https://www.youtube.com/watch?v=h0lMvo7ZoFY \nStay Up-to-Date on All Future YCharts Webinars: https://go.ycharts.com/webinar\nWant to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k\nFollow YCharts on social media: https://x.com/intent/follow?screen_name=ycharts\nThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.","thumbnail_url":"https://img.transistorcdn.com/QLMf7l-P6hBbYxNlopqgnWeqoB2xCFW-f2vbX7B1zjk/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzIwOTEzLzE2MjAy/NDQzNDgtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}