Show notes
In this episode, Jeff and Ken discuss:
- The systems and practices that separate the good from the great.
- The role of technology in building a great business.
- Client satisfaction.
- Meaningful conversations and educating your clients.
Key Takeaways:
- You don’t rise to the level of your goals, you rise to the level of your systems.
- The best business strategy is a satisfied client. Technology can’t replace traditional human touch.
- The words you say are very powerful. Communicate clearly, communicate meaningfully, communicate powerfully, communicate collaboratively.
- The best firms are made up of competent, motivated people.
"When you start off a relationship, even in a discovery meeting with a new prospect, you want to set an expectation that you can meet, and then you want to back that up with meaningful communication." — Ken Unger
Connect with Ken Unger:
Website: https://preferredadvisoracademy.com/
LinkedIn: https://www.linkedin.com/in/kenneth-unger-34754788/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth