Gaining Perspective

Studies show that customized marketing makes clients feel more appreciated and understood. In today’s episode, we are going to learn how to implement your own efforts to surprise and delight clients.

Show Notes

Studies show that customized marketing makes clients feel more appreciated and understood. In today’s episode, we are going to learn how to implement your own efforts to surprise and delight clients.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.