From Hollywood to RIAs

Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in publications including Time Magazine, USA Today, and the Associated Press. Through Story Greenlight, Jeff helps high-trust professional advisors to create human connections that drive business growth. He believes that the power of story is within reach of everyone, and that human connection is everything.

Listen to this insightful RIA episode with Jeff Bartsch about going from creating content in Hollywood to helping RIAs connect with clients.

Here is what to expect on this week’s show:

- How communication is vital when helping advisors connect with their clients on a deeper level.

- Why being good at what you do doesn’t automatically attract new clients.

- How advisors should use a compelling story and focus on who they are when selling their services.

- Why speaking to specific problems within a vertical resonates more than trying to appeal to everyone.

- How many advisors are moving towards using virtual CFO services to differentiate themselves and connect with clients.

Connect with Jeff:

Links Mentioned:

resolveentertainment.com

LinkedIn

linkedin.com/in/jeff-bartsch-0265934

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