ProudMouth

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Summary:

What does client success look like?

How can your marketing help connect with clients and prospects?

In this episode, Matt Halloran talks to Alison Friedel, ProudMouth’s client success manager. Join them as they discuss ways to speed up your clients’ success and build lasting relationships.

Alison discusses:

  • The admittedly terrifying — but most accurate way — to define success for your clients
  • Three podcasting strategies that are bringing our advisors the most success
  • What drives engagement on social media (but advisors are shy to do it)
  • How to make your podcast entertaining so people choose it over things like Netflix

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Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge.

Not anymore!

In this episode, Matt Halloran speaks with Lazetta Rainey Braxton, founder and CEO of Lazetta & Associates, about amplifying diversity, inclusion, equality, and belonging (DEIB) in financial services and how it contributes to business growth.

Lazetta discusses:

  • Her journey to being a sought-after financial expert as a black, female advisor
  • How DEIB can help create a viable and profitable business
  • How to create a raving fan base without losing your authentic voice
  • Strategies to attract and retain diverse talent at your firm

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