144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?

It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention.

In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and how Advisors can create a “web of support” plan to help improve trust, satisfaction and client retention.

You’ll Learn:

• Ways to personalize communication at scale
• A framework for “between meeting” communication
• How to balance task-based and relationship-based outreach
• Signs your client has financial anxiety (even when they say they’re “fine”)
• Why you need the right message delivered through the right medium

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Resources:

• Book: Financial Planning Counseling Skills
• Book: Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
• Book: Happy Money: The Science of Happier Spending

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Dr. Megan McCoy: 

• LinkedIn: Dr. Megan McCoy

About Our Guest: 

Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, is an Assistant Professor at Kansas State University’s Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances.

Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™.

During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial plann