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Podcast: Play in new window | Download (51.4MB) | Embed
Subscribe: Apple Podcasts | Android | Google Podcasts | Stitcher | RSS
In this episode, Brandon Montoya, from Montoya Wealth Management, motivates us to explore new ways to communicate with our clients through our marketing to establish stronger and more significant relationships. As a financial advisor, it is imperative for Brandon to know his clients well; their needs, wants and desires in order to find opportunities to better serve and create value for them. Learn how to establish trust and attract your ideal customers through your marketing initiatives by promoting active listening and engagement with the community.
Speaking to the values that are most important to your clients is the most effective way to approach your marketing initiatives. In order to identify what these values are, you must first talk to your customers, one on one, P2P (person to person). Create an environment where customers can provide real feedback and you can dial-in on their deepest concerns. And most importantly follow through and implement; leverage and address those findings in your messaging and make the necessary changes to let your customers know how much you value their opinion.
Thank you all for tuning in. If you enjoyed today’s show, please share it by using the social media buttons on this page. Also, please leave an honest review and rating for the podcast on iTunes. It will help me improve the show and make it more valuable to you! And don’t forget to subscribe to the podcast on iTunes to get automatic updates every time a new episode goes live.
Today’s sponsor was Allegra Marketing-Print-Mail. Allegra works with small to mid-sized businesses and non-profits to help you improve your marketing through various strategies. They can help you strengthen your brand, protect and grow your existing customer base, as well as target and acquire new prospects for the future growth of your business.
Allegra has proudly served the Prescott AZ market for over 20 years and has clients throughout the West Coast. Their team is passionate about customer service and their broad marketing expertise has enabled them to delight their clientele. The Quad City Business News has recognized Allegra as the best Commercial Printer for the past 4 Years. So go to http://allegraprescott.com for signs, banners, vehicle graphics, promotional items or any of your marketing, print or mailing needs. And tell them that I sent you to receive a special new customer discount.
Podcast: Play in new window | Download (51.4MB) | Embed
Subscribe: Apple Podcasts | Android | Google Podcasts | Stitcher | RSS