Barron's Advisor cover image

James Taylor: The Power of Process | Next Gen

Barron's Advisor

00:00

The Importance of Client Engagement and Retention

This chapter emphasizes the significance of structured processes for client meetings and ongoing communication in the advisory business. It highlights the necessity of balancing client acquisition with consistent support, underlining that effective communication is essential for growth and strong client relationships.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app