Скачать или смотреть 491: How Client Communication Can Lead to More Clients Matt Peck, SHP Financial

How Client Communication Can Lead to More Clients
Matt Peck, SHP Financial

– The Sharkpreneur podcast with Seth Greene Episode 491 Matt Peck
Matt Peck obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association®. He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. In 2019 Matt became a Certified Investment Management Analyst (CIMA®). This certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.
Matthew is the author of the book “Mind the Gap: The Cracks in the American Retirement System” and co-author of the book “SHP Retirement Road Map: Your Map to Financial Freedom.”
For over seven years, he has co-hosted the popular financial radio show “Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK.

Listen to this informative Sharkpreneur episode with Matt Peck about using effective communication as a tool for more clients.
Here are some of the beneficial topics covered on this week’s show:
● How you can contend with the competitors when it comes to service.
● Why it’s important to teach your team to treat each client like their own.
● How getting client referrals is vital to building your client base up.
● Why you can always do more to cultivate relationships with clients.
● How to promote referral consciousness with your existing clients.

Connect with Matt:
Guest Contact Info
Facebook
facebook.com/SHPFinancial
LinkedIn
linkedin.com/company/shp-financial


Links Mentioned:
shpfinancial.com