About Episode & Marketing Content
No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help to foster successful client relationships. This week, Financial Professional and BANK Code Accredited Instructor Robin Edgar discusses what you can that can help generate more success for your clients!
Promote This Episode with your Clients, Prospects, and Networks
Subject Line:
Email Content:
Quote of the Week
Download graphic
"Don't wait for the perfect moment, take the moment and make it perfect." - Aryn Kyle
When it comes to your finances, strive to make each moment perfect! Be sure to tune in to our latest show and have a great week! https://realwealthmedia.com
If anyone understands professional-client communication, it’s BANK Code Trainer and Wealth Strategist Robin Edgar! Robin is no stranger to our program, and this week she joins us to have an important conversation about the art of communication. https://realwealthmedia.com
Going to a financial professional for the first time? Here’s a few things that may be good to know beforehand… https://realwealthmedia.com
Communicating with your financial professional shouldn’t be tough! This week, we dive into several techniques that can be used to help spark open and clear communication in order to get your financial needs met! https://realwealthmedia.com
When’s the last time we’ve met for a financial discussion? Refresh yourself on some of the tips given in this episode and let’s schedule a time to chat! https://realwealthmedia.com
Want more tips for successful financial planning? Check out this week’s episode! https://realwealthmedia.com
Happy Monday! Why not brighten up your week by checking out our latest episode with special guest Robin Edgar! https://realwealthmedia.com
If you’ve been keeping up with our program for a while, this week’s guest is a very familiar face! Robin Edgar joins us this week to talk about effective communication between clients and their financial professionals. Be sure to tune in! https://realwealthmedia.com
Asking questions, involving family members, establishing open and honest communication: What do all of these have in common? They’re all tools that YOU can utilize to improve your relationship with your financial professional. Hit that link for more! https://realwealthmedia.com
I gave it a listen…now it’s your turn! https://realwealthmedia.com
They look better to me! https://realwealthmedia.com
Happy Monday! Why not brighten up your week by checking out our latest episode with special guest Robin Edgar! https://realwealthmedia.com
If you’ve been keeping up with our program for a while, this week’s guest is a very familiar face! Robin Edgar joins us this week to talk about effective communication between clients and their financial professionals. Be sure to tune in! https://realwealthmedia.com
Asking questions, involving family members, establishing open and honest communication: What do all of these have in common? They’re all tools that YOU can utilize to improve your relationship with your financial professional. Hit that link for more! https://realwealthmedia.com
I gave it a listen…now it’s your turn! https://realwealthmedia.com
They look better to me! https://realwealthmedia.com
Quick Tips!
-
When posting, be sure to personalize the link!
E.g. https://RealWealthMedia.com/YourName (Premier Members)
E.g. https://RealWealthMedia.com/OrganizationName (Basic Members) - Post throughout the week to stay top of the mind and build engagement with your audience and clients.
- Make sure your compliance department has reviewed this content before posting.
(We may be doing this for you! If you’re not sure – call us at 262-626-2590.)