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.
They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.
It was too good not to share.
To follow along with the presentation you can DOWNLOAD THE FREE REPORTS:
We Explore:
- Navigate evolving client communication expectations amidst market shifts.
- Implement top-tier communication tactics to fortify client retention and spark referrals
- How to harness YCharts’ latest research and Snappy Kraken’s State of Digital report to tailor a client-centric approach for impactful AUM growth
- And the MANY Strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagement
Links to Check Out:
This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
What is Steal My Strategy?
Financial services marketing needs a jolt!
We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.
The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.