11 Jul, 2024 • BY Snappy Kraken
In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken, who joined as a guest with Sean Brown, CEO of YCharts.
They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.
It was too good not to share.
If you’d like to follow along with the presentation you can DOWNLOAD THE FREE REPORTS:
- YCharts' 2024 Advisor-Client Communication Survey: https://go.ycharts.com/2024-advisor-client-communication-survey
- Snappy Kraken’s 2024 State of Digital Report: https://snappykraken.com/state-of-digital
Subscribe to Apple Podcasts, Spotify, Google Podcasts, Amazon Music and Audible, or wherever you get your podcasts.
We Explore:
- Navigate evolving client communication expectations amidst market shifts.
- Implement top-tier communication tactics to fortify client retention and spark referrals
- How to harness YCharts' latest research and Snappy Kraken's State of Digital report to tailer a client-centric approach for impactful AUM growth
- And the MANY strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagement
Links to Check Out:
- WATCH the recording here: https://www.youtube.com/watch?v=h0lMvo7ZoFY
- Stay up-to-date on all future YCharts webinars: https://go.ycharts.com/webinar
- Want to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97k
- Follow YCharts on social media: https://x.com/intent/follow?screen_name=ycharts
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