Building Stronger Client Relationships & Driving More Referrals

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.

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

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 tailor 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

This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.