23 min
EP25- The Importance of Communication in a Client/Advisor Relationship with Kevin Mulhern Turning the Page
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- Business
They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.
Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.
Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Let’s talk soon!
Chris
They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.
Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.
Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Let’s talk soon!
Chris
23 min