On this week’s episode we speak with InTandem Financial Partners Matt Krise and Jay Broeg and Director of Client Relations & Marketing Traci Keiffer.
While the pandemic has altered the way advisors interact with clients, InTandem has experienced a year of unprecedented growth for their business by truly engaging with their clients. The team describes the project they undertook in 2019 to systematically elevate client service that resulted in them having the best year ever even during a pandemic.
They discuss how the Entrepreneurial Operating System has allowed them to focus on creating processes for every step of their business. We highlight how initiating a deeper relationship with your clients fuels growth by digging into the current gaps in the relationship and using that information to create deeper engagement.
The team shares that their key to growth was creating a virtual avenue for introductions by building a connection with the community. We break down the many different ways you can adapt your approach for the times we are experiencing and the importance of responding to clients in a way that builds comfort and trust.
It is a great discussion that will show you how to grow your business in an adaptable way.
Click here to listen; we welcome your feedback, as always.