In the world of financial planning, referrals are still the number one contributor to firm growth. However, the key to harnessing this growth potential requires you to understand the nuances of client satisfaction and engagement.

In this webinar, Vice President of Product Marketing, Amy Galli and President & Founder of Amplify Your Voice Studio, Ali McCarthy discussed the science behind the connection between referrals, client satisfaction, emotional intelligence, and the quality of your communications.

They discussed:

[1:59] The Significance Of Referrals In Advisory Firm Growth
[4:55] The Factors That Contribute To Your Referrals
[5:59] What Are The Drivers Of Client Satisfaction
[10:51] The Power Of Emotional Intelligence
[25:26] How to Implement Emotional Intelligence To Grow Referrals
[26:15] Use Content To Impact Client Engagement And Advocacy
[31:50] Foundational Content Calendar
[38:58] Game-Changing Ways To Create A Content Strategy
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Susan Theder
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