• Why They Leave: Top Reasons Customers Walk Away

  • Oct 3 2024
  • Durée: 54 min
  • Podcast

Why They Leave: Top Reasons Customers Walk Away

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  • Résumé

  • In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the importance of understanding clients on a deeper level and give a sneak peek at our upcoming Investment Mindset Guide to help advisors better serve their clients. Stay tuned until the end to hear the results of the quiz we take!

    Connect with us:

    • Zach Conway on LinkedIn
    • Kelsey McKenna on LinkedIn

    Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

    • Seeds Investor Website
    • Our Blog

    Take the quiz we took this episode: Seeds Assessment

    Ask Zach and Kelsey a question!
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