Stephen Beach and Faustin Weber discuss how we structure our agency team and what that will look like for you as a client. We break down: How our team's structure ensures personalized and effective serviceHow project managers play a crucial role in keeping balls in the airThe importance of maintaining open communication and ensuring that clients never have to repeat themselvesThe implementation of AI tools and internal knowledge sharing to improve client experience⏱️ Timestamps: (00:00) Welcome & Intro(00:07) Starting with New Clients(01:35) Ensuring Knowledge Transfer(01:59) The Role of AI and Transcripts(02:54) Client Onboarding Process(05:20) AI Tools for Efficiency(07:13) Benefits of Working with an Agency(10:06) Team Structure and Roles(18:33) Internal Development and Knowledge Sharing(25:57) Maximizing ROI on Industry Award Investments(28:17) ConclusionWhether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical insight into what you should prioritize when working with a marketing partner.#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact

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