Steal My Strategy

As a technology strategist and certified futurist, Crystal takes complex social media,
app, and web topics and makes them easy to understand and accessible for everyday
people.

How can financial advisors navigate the future of social media and leave a long-lasting impact?

Show Notes

As technological innovation continues to propel us into the future, it’s getting harder to stay human.

Especially when it comes to connecting with your clients and prospects.

Luckily, there’s hope thanks to the help of technology strategist and certified futurist, Crystal Washington.

Crystal works with organizations that want to leverage technology to increase profits and productivity. Working with companies including Google, Microsoft, GE, and others in the USA, Africa, and Europe.

In the episode, we chat about blending digital and real-world tactics to increase the value of your brand, simplifying the complex web of social media, and where the future of social media is headed

We Explore:
  • Why “spying” on your clients and prospects can actually better your business.
  • The key to mastering technology without feeling overwhelmed.
  • Understanding how trends impact businesses across industries and how advisers can adapt in the long term.
  • The key to showing up stronger and more often on Google and YouTube.
  • Practical tips for using technology to build and maintain strong client connections without sacrificing the personal touch.
  • How to use technology to influence your client pool to skyrocket referrals.
  • And the one strategy Crystal wants you to steal to catapult your client relationships to raving fan status.

Links to Check Out:

This episode was brought to you by:  snappykraken.com helping advisers 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.