Creating an Unforgettable Client Experience (Ep. 53)
Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why…
Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans.
Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43)
In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and connection with clients and prospects.
Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)
In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.