[Podcast] Steal My Strategy: Building Stronger Client Relationships & Driving More Referrals

11 Jul, 2024 BY Snappy Kraken
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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:

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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

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