Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination

Helen Learmonth, a financial planner at WealthFlow, and Matt Hall, cofounder of Hill Investment Group, share insights on enhancing client engagement. They emphasize the crucial role of trust in client relationships and discuss how empathy and shared values can elevate the client experience. Key strategies include cultivating a client-centric culture and prioritizing communication. They advocate for feedback as a tool to improve service and satisfaction, ensuring clients feel heard and valued, ultimately driving referrals and retention.