UncommonCents Episode 88: Building Brand Loyalty in Financial Planning Business

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

6 days ago

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

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UncommonCents Episode 88: Building Brand Loyalty in Financial Planning Business

UncommonCents

14 minutes 50 seconds

2 months ago

UncommonCents Episode 88: Building Brand Loyalty in Financial Planning Business

In this episode, Craig Kouimanis and Dean Holmes tackle a critical question: Who owns the client—the adviser or the business?

Learn how to build brand loyalty that keeps clients with your firm, even when advisers leave.

Key topics:

Building strong client communities and company culture

Making your business the brand, not individual advisers

Seamless client transition strategies

Brand loyalty lessons from other industries

Practical client retention tips for business owners

Perfect for financial advisers, business owners, and anyone interested in practice management.