Episode Synopsis "Insights on Retaining Ideal Clients"

The key pieces to retaining ideal clients, how to ask the right questions, and how to actually listen to the answers. Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-4 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To learn more about how CMS can help you go to: crystalmarketingsolutions.com

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• CMS Founder Story
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• Start Planning Your 2023 Marketing Strategy Now
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• Insights On How To Develop The Mindset Of A Champion
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• Introduction To Insights for Financial Advisors Podcast