Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-6-the-keys-to-effective-communication-with-adam-cufr-ricp/
About our guest: https://fourthdimensionfinancial.com/author/adam_cufr/
What we discuss on this show:
1:06 – Beginning of the webinar
3:14 – Adam’s writing background
4:42 – Improving the number of ‘touches’ with clients
7:58 – What to communicate with clients
12:57 – Being intentional about the growth of your business
16:40 – What this year has taught us
22:13 – A key question you need to ask yourself before sending out something.
23:05 – Thoughts on a focus group Scott had with families and his employees.
27:03 – As relationships mature, communication methods change
30:51 – Summarizing today’s discussion
Ep 10: Overcoming the Challenges Currently Facing Advisors
Ep 9: What We’ve Learned from Teaching Virtual Classes
Ep 8: Embracing New Technologies & Processes with Don Anders
Ep 7: Finishing Out 2020 & Planning for the New Year
Ep 5: Running Your Practice Virtually
Ep 4: Get Results Using the 3 Ms of Marketing
Ep 3: Setting a Profit Target for Your Business
Ep 2: Putting Together the Ultimate Practice Blueprint
Ep 1: The Genesis Story Behind Emerging Advisors
Copyright © 2006-2021 Podbean.com