Emerging Advisor Podcast

Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®

October 15, 2020

Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.


Read more and get additional resources here: https://www.emerging-advisor.com/ep-6-the-keys-to-effective-communication-with-adam-cufr-ricp/ 


About our guest: https://fourthdimensionfinancial.com/author/adam_cufr/ 


What we discuss on this show:

1:06 – Beginning of the webinar  

3:14 – Adam’s writing background

4:42 – Improving the number of ‘touches’ with clients  

7:58 – What to communicate with clients  

12:57 – Being intentional about the growth of your business   

16:40 – What this year has taught us

22:13 – A key question you need to ask yourself before sending out something.

23:05 – Thoughts on a focus group Scott had with families and his employees.

27:03 – As relationships mature, communication methods change

30:51 – Summarizing today’s discussion