Stephen Beach and Faustin Weber discuss how we structure our agency team and what that will look like for you as a client.
We break down:
- How our team's structure ensures personalized and effective service
- How project managers play a crucial role in keeping balls in the air
- The importance of maintaining open communication and ensuring that clients never have to repeat themselves
- The implementation of AI tools and internal knowledge sharing to improve client experience
⏱️ Timestamps:
- (00:00) Welcome & Intro
- (00:07) Starting with New Clients
- (01:35) Ensuring Knowledge Transfer
- (01:59) The Role of AI and Transcripts
- (02:54) Client Onboarding Process
- (05:20) AI Tools for Efficiency
- (07:13) Benefits of Working with an Agency
- (10:06) Team Structure and Roles
- (18:33) Internal Development and Knowledge Sharing
- (25:57) Maximizing ROI on Industry Award Investments
- (28:17) Conclusion
Whether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical insight into what you should prioritize when working with a marketing partner.
#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact
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