Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #78 – Maximizing Client Engagement: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel
Client satisfaction is important but not usually enough to generate a client base that advocates for you – meaning clients who want to share your value AND help you grow strategically in the process.
Creating a memorable client experience is one of the keys to turning satisfied clients into loyal clients who want to tell others about you.
Is it possible to automate thoughtfulness and build emotional connections with your clients along the way?
In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to tap into his expertise on how financial advisors can enhance their referability through personalized client experiences.
By tuning in, you’ll discover the power of automated thoughtfulness and how it can lead to exponential growth through client engagement and referrals.
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Bill and Jeff discuss:
- The key principles for creating remarkable and memorable client experiences that will shape your client engagement process.
- The core mission of Client Giant and how it aims to foster personal relationships over transactional
- Specific success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches.
- The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients that drives the stability and growth of your practice.
- …And more!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- #12 – Using the “Wow Factor” to Maximize Client Engagement and Create Advocates with Scott Miller
Connect With Bill Cates:
About Our Guest
Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business.
Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology.
With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.
Connect With Jeff Jackel:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
