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From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
From the Ground Up
Why They Leave: Top Reasons Customers Walk Away
In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the importance of understanding clients on a deeper level and give a sneak peek at our upcoming Investment Mindset Guide to help advisors better serve their clients. Stay tuned until the end to hear the results of the quiz we take!
Connect with us:
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Take the quiz we took this episode: Seeds Assessment