
Seth Greene
Ep69: Dealing with Client Communication: Why Clients Leave Their RIAs

Seth Greene
•10-5-2022
DESCRIPTION
Seth Greene has created the Million Dollar Digital Marketing Agency Podcast Program, a customized program to help Digital Marketing Agency Owners add one million dollars in new sales to their business in a scalable, profitable way that doesn’t involve them working more. Seth is the founder and CEO of Market Domination LLC.
Listen to this insightful RIA episode with Seth Greene about client communication and expectations.
Here is what to expect on this week’s show:
- Why most advisors don’t communicate with their clients enough
- How client expectations differ from the typical direction RIAs are prone to move in
- Defining a “warm and fuzzy month”
- How to make client communication statements more personable, seasonal, and less about money
Connect with Seth:
Links:
LinkedIn- linkedin.com/in/sethgreene
Website- marketdominationllc.com
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