The Advisor Solutions Podcast EP 58- The Secret to Rapidly Building Client Relationships

Do you feel like you have a good relationship with your clients? Or are there some clients that you don’t feel connected to? That’s a tough question to answer. Most advisors and agents don’t know. Does this sound like you?

If so, know this… YOU, are not alone.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for rapidly building client relationships. The reason is that they’ve never really learned a step-wise approach to knowing how to build better relationships with people, much less their clients. 

In this episode, learn how to rapidly build client relations so that you can connect with your client base and maintain them as clients.