Marketing Magnetism: Strategies for Acquiring New Business through the Power of Exceptional Client Communication in Times of Disruption

Maintaining successful communication during disruptive times as we’ve all experienced this year, requires a strategic approach of knowing how and when to reach out to clients via email, text, phone, or face-to-face meetings. One of the nation’s top consultants to wealth advisors will provide insights on improved ways to manage client expectations by being able to identify and respond to disruptive events proactively and through the correct messaging tools aligned with a family’s generational perception of information supported by your team’s unique marketing approach.