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.
43:10
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Quick takeaways
- Speed impacts revenue, loyalty, and emotions in client service.
- Proactive communication and managing expectations improve client trust and satisfaction.
Deep dives
Elevating Responsiveness as a Competitive Advantage
Speed is highlighted as a crucial factor in client satisfaction and loyalty in today's fast-paced world. Being proactive and quick to respond can set financial advisors apart from competitors. Clients interpret responsiveness as a sign of respect and care, influencing their trust and satisfaction levels.
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