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Contenuto fornito da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Why Clients Leave (And How to Keep Them)

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Manage episode 461558697 series 2482489
Contenuto fornito da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this week’s recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry expertise matters, Matt and Micah shared Monday that empathy trumps technical knowledge when it comes to client retention. Tracking net client flow in 2024 isn't just about celebrating new additions – it's about understanding why clients leave and addressing the root causes.

They tackled the delicate balance between "graduating" ill-fitting clients and confronting uncomfortable truths about advisor shortcomings and shared their approach to client questions. Rather than viewing inquiries as challenges to defend against, they reframe them as opportunities for deeper understanding.

Resources in today's episode:

- Episode Website - What Was Your NET Client Flow In 2024? [Episode 291]

  continue reading

782 episodi

Artwork
iconCondividi
 
Manage episode 461558697 series 2482489
Contenuto fornito da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this week’s recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry expertise matters, Matt and Micah shared Monday that empathy trumps technical knowledge when it comes to client retention. Tracking net client flow in 2024 isn't just about celebrating new additions – it's about understanding why clients leave and addressing the root causes.

They tackled the delicate balance between "graduating" ill-fitting clients and confronting uncomfortable truths about advisor shortcomings and shared their approach to client questions. Rather than viewing inquiries as challenges to defend against, they reframe them as opportunities for deeper understanding.

Resources in today's episode:

- Episode Website - What Was Your NET Client Flow In 2024? [Episode 291]

  continue reading

782 episodi

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