ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel"
Episode Synopsis
Creating a memorable client experience is key to standing out in the competitive world of financial advising. How can you automate thoughtfulness and build emotional connections to boost referrals? In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors … Continue reading #78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel →
More episodes of the podcast Top Advisor Podcast
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
20/11/2025
#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
05/11/2025
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
08/10/2025
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
10/09/2025
In God we trust