Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Episodes
Thursday Oct 15, 2020
Thursday Oct 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
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