Building Systems for Effective Client Engagement

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates.

Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges.

Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.