The Flexible Advisor Podcast
Leveraging Technology To Improve Client Relationships – 15 Minute Conversation with Laura Gregg and David Partain
Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of Stronger Every Day including 15-minute bite-size podcasts to give you some quick ideas around helping clients – and your business through this uncertain time. In this episode, Laura and David talk about the importance of proactive communication.
In this episode, Laura and David will discuss
- Staying connected with new digital technologies and some old favorites.
- Using planning tools to keep the conversation going.
- Leveraging digital marketing strategies to grow your brand..
Tune in now to learn practical ways to keep yourself top of mind for clients!