How can financial advisors grow their client base and increase inbound prospects? With a combination of networking, marketing, referrals, and technology. Jason Hill, President, and Founder of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton joins us to talk about how financial advisors can grow their business.
In this interview we discuss:
Key technologies that have enabled Jason to scale his business
The difficulties of entering the financial advising business
How to effectively market your financial advising business
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I'm the Product Marketing Manager at TimeTrade. I focus on the customer experience of the product and use our customer learnings to help update our workflows and create materials to help train our users. I also focus on our client facing marketing programs, social media initiatives, and content curation.
TimeTrade and SilverCloud Unite to Transform Customer Experience. Our combined company delivers the most effective and efficient methods for customer interaction.
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