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You have a hundred clients: How well do you really know them?
- Zocks Meeting Prep
- Zocks Client Queries
- Zocks Academy
- Kitces Financial Advisor Success Podcast episode w/ Ryan Townsley
- Kitces Financial Advisor Tech Map (updated)
- Kitces Financial Advisor Services Map
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Kitces research shows a direct link between client face time and revenue. But spending more time with clients is easier said than done. The challenge is finding the right moment and, more importantly, the right data to do it consistently, in a personalized way, that can be easily repeatable.
Join Michael Kitces, Mark Gilbert, and host Matt Halloran for a live fireside chat and Q&A.
- What are the limitations preventing advisors from spending more time with clients
- How AI is changing the scale and speed in which advisors can now be more engaging and proactive across their entire book of business
- What specific repeatable processes unlock sustainable organic growth, with examples from real advisors and firms
You have a hundred clients: How well do you really know them?
- Zocks Meeting Prep
- Zocks Client Queries
- Zocks Academy
- Kitces Financial Advisor Success Podcast episode w/ Ryan Townsley
- Kitces Financial Advisor Tech Map (updated)
- Kitces Financial Advisor Services Map
Kitces research shows a direct link between client face time and revenue. But spending more time with clients is easier said than done. The challenge is finding the right moment and, more importantly, the right data to do it consistently, in a personalized way, that can be easily repeatable.
Join Michael Kitces, Mark Gilbert, and host Matt Halloran for a live fireside chat and Q&A.
- What are the limitations preventing advisors from spending more time with clients
- How AI is changing the scale and speed in which advisors can now be more engaging and proactive across their entire book of business
- What specific repeatable processes unlock sustainable organic growth, with examples from real advisors and firms
You have a hundred clients: How well do you really know them?
- Zocks Meeting Prep
- Zocks Client Queries
- Zocks Academy
- Kitces Financial Advisor Success Podcast episode w/ Ryan Townsley
- Kitces Financial Advisor Tech Map (updated)
- Kitces Financial Advisor Services Map
Kitces research shows a direct link between client face time and revenue. But spending more time with clients is easier said than done. The challenge is finding the right moment and, more importantly, the right data to do it consistently, in a personalized way, that can be easily repeatable.
Join Michael Kitces, Mark Gilbert, and host Matt Halloran for a live fireside chat and Q&A.
- What are the limitations preventing advisors from spending more time with clients
- How AI is changing the scale and speed in which advisors can now be more engaging and proactive across their entire book of business
- What specific repeatable processes unlock sustainable organic growth, with examples from real advisors and firms