You never get the chance to redo a first introduction, so make sure you can control as much of it as you can!
In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust.
Rebecca discusses:
- How micro-interactions can make or break the trust of a client or prospect
- Incremental adjustments to improve your onboarding process
- The escalating need for robust cybersecurity measures
- Her views on regaining trust after a mistake
- And more
Related: Elevating Advisor Standards Through CEFEX Certification