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ICYMI: Retain or Lose Clients Based On Your Communication Approach With Sam Russell

In case you missed it, FMG’s Chief Evangelist, Samantha Russell, joined YCharts to discuss why financial advisors should establish consistent communication with clients to retain them in a post-pandemic world. Watch the full replay below to learn how to differentiate yourself as an advisor.

Using the Power of Communication to Safeguard and Grow Your Business

As the Chief Evangelist of FMG, a platform designed to help financial advisors grow their business through multichannel marketing, Samantha Russell and YCharts’ CEO, Sean Brown, delved into the crucial role of frequent communication in attracting and retaining clients in 2023 and beyond. Drawing on real-world examples, they explore how to build a successful communication strategy in an environment where clients’ attention is being pulled in all sorts of different directions. They discuss why clients are more likely to seek out new advisors and what you can do to build stronger relationships with your clients in today’s rapidly evolving wealth management landscape.

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