Top Advisor Podcast Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
Apr 10, 2024
Guest Jay Baer discusses the impact of speed and responsiveness in client service for financial advisors. Topics include client expectations, AI in financial advisory, speed as a client experience element, client loyalty and referrals, and the importance of elevating speed on priority lists.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Journey of a Tequila Influencer
04:56 • 18min
Building Trust through Clear Expectations and Communication
22:41 • 2min
Promotion of Free Resources and 'Time to Win' Book by Jay Baer
24:20 • 2min
Enhancing Client Relationships through Speed in Financial Advising
26:29 • 15min
Engaging Discussion on Winning and Gratitude
41:25 • 2min