What’s more important - Client Satisfaction or Client Engagement?
Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.
In this episode Ashely, Adam and Derek chat about:
- Client satisfaction vs. engagement
- The knowing/doing gap
- Advisors being in the relationship business but not getting formal relationship training
- How to build relationships with under engaged spouses
- Communication and rapport building and setting the expectations up front
- Looking in the mirror to better serve your clients
- And lots more!
Resources:
- Follow Ashley Quamme on LinkedIn
- Follow Ashley Quamme on X/Twitter
- Learn more about Ashley’s services at Beyond the CFP
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- Find us on Digital Wealth News
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
Hosted on Acast. See acast.com/privacy for more information.
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