39 min
Ep 059: Ken Unger - Turning Good Businesses Into Great Businesses The Evolving Advisor Podcast
-
- Investing
In this episode, Jeff and Ken discuss:
The systems and practices that separate the good from the great.
The role of technology in building a great business.
Client satisfaction.
Meaningful conversations and educating your clients.
Key Takeaways:
You don’t rise to the level of your goals, you rise to the level of your systems.
The best business strategy is a satisfied client. Technology can’t replace traditional human touch.
The words you say are very powerful. Communicate clearly, communicate meaningfully, communicate powerfully, communicate collaboratively.
The best firms are made up of competent, motivated people.
"When you start off a relationship, even in a discovery meeting with a new prospect, you want to set an expectation that you can meet, and then you want to back that up with meaningful communication." — Ken Unger
Connect with Ken Unger:
Website: https://preferredadvisoracademy.com/
LinkedIn: https://www.linkedin.com/in/kenneth-unger-34754788/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
In this episode, Jeff and Ken discuss:
The systems and practices that separate the good from the great.
The role of technology in building a great business.
Client satisfaction.
Meaningful conversations and educating your clients.
Key Takeaways:
You don’t rise to the level of your goals, you rise to the level of your systems.
The best business strategy is a satisfied client. Technology can’t replace traditional human touch.
The words you say are very powerful. Communicate clearly, communicate meaningfully, communicate powerfully, communicate collaboratively.
The best firms are made up of competent, motivated people.
"When you start off a relationship, even in a discovery meeting with a new prospect, you want to set an expectation that you can meet, and then you want to back that up with meaningful communication." — Ken Unger
Connect with Ken Unger:
Website: https://preferredadvisoracademy.com/
LinkedIn: https://www.linkedin.com/in/kenneth-unger-34754788/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
39 min