Katie Stokes Chats About Virtual Client Service

Katie Stokes, financial analyst for Core Advisors, recently sat down with us for a chat about virtual client services and how to implement them. Due to COVID-19 worldwide pandemic, many business are switching to digital/virtual services to assist customers and clients with the high-quality service they deserve. Here’s what Katie had to say on the subject:

Transcript of the Interview:

John – So, you know, Katie, thank you for being here today.…

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Financial Advisor Marketing

Double Your Growth With This Financial Advisor Marketing System

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You are probably very skeptical about that headline. What financial advisor marketing system could deliver this kind of growth? We have other posts with big claims. They include advisors who achieved a 94% close rate, received no calls during a major market downturn, and grew their AUM with no effort. Here’s some research to back the headline [...]

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Blueleaf AUM Tools

Find Out How Blueleaf Automates AUM Growth

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