144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them?

It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention.

In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and how Advisors can create a “web of support” plan to help improve trust, satisfaction and client retention.

You’ll Learn:

Ways to personalize communication at scale
A framework for “between meeting” communication
How to balance task-based and relationship-based outreach
Signs your client has financial anxiety (even when they say they’re “fine”)
Why you need the right message delivered through the right medium

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Resources:

Connect with Brendan Frazier:

Connect with Dr. Megan McCoy:

LinkedIn: Dr. Megan McCoy

About Our Guest:

Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, is an Assistant Professor at Kansas

Published on 1 month, 1 week ago

Podcast Episode Details

144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy