86 min listen
91: The Email That Wins Clients And Their Trust
91: The Email That Wins Clients And Their Trust
ratings:
Length:
26 minutes
Released:
Aug 10, 2023
Format:
Podcast episode
Description
There's an email you can send that actually: 1) Improves conversion ratios 2) Improves connection and receives responses like "You get me." In other words, it wins clients AND their trust. Thus, it's the most important email you'll ever send. In this episode, we'll look at: The psychology behind why these emails are so powerful The key things to include when sending a recap email Why advisors claim these emails are essential to converting prospects The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode --> Check out the show notes *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Aug 10, 2023
Format:
Podcast episode
Titles in the series (100)
25: Uncovering Your Client's Most Meaningful Goals with Samantha Lamas: We've all been inundated with information showing how behavioral biases impact financial decision making. But far less attention has been given to the fact that these same biases can undermine the identification and prioritization of goals. Research... by The Human Side of Money