• Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

  • Apr 25 2025
  • Duración: 7 m
  • Podcast

Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth.

    On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments when clients recognize your impact. Those testimonials become psychological lifelines during those inevitable days when you question your contributions. Micah shared a powerful dinner conversation where a client confessed they couldn't have survived life's darkest moments without him a reminder that what feels like everyday work to you can be profoundly transformative for clients. The conversation flowed into cashflow planning as a cornerstone value-add. As the guys emphasized, cash flow is the heartbeat of retirement, influencing every decision, and value-adds aren't just services they're the building blocks of client relationships that can last decades.

    Resources in today's episode:

    - Episode Website
    - Value Beyond The Meeting [Episode 305]
    Más Menos
Más Menos
adbl_web_global_use_to_activate_webcro768_stickypopup

Lo que los oyentes dicen sobre Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles