Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As…
The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)
In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement and leadership when maintaining client and advisor relationships. Julie unpacks the tips you need to start engaging with your clients in the right ways.
Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)
Subscribe Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with…