))
46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik
Manage episode 447862218 series 3554142
Laurence Whittam द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Laurence Whittam या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by fostering a "sticky" relationship with both clients and their families.
In this episode, you will be able to:
- Understand the importance of building "stickiness" with clients for long-term engagement.
- Discover actionable strategies to enhance client relationships and establish trust.
- Learn how to involve family members or business partners in planning for seamless client transitions.
- Gain insights into effective communication between CPAs and financial advisors for better client outcomes.
- Hear about best practices in hosting family meetings to secure intergenerational connections.
For more information or to reach out, contact Jeff Panik via his website at https://www.balancewealthpartners.com/
46 एपिसोडस
साझा करें
