Maintaining relationships with clients is crucial for financial advisors.
And one of the ways to do this is by constantly connecting with them about their interests or things they care about.
In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs.
Brad and Andrew discuss:
- The importance of connecting with your client and their spouse
- Which type of content should be shared through magazines
- Reasons magazines are still useful in today’s day and age
- The crux of getting more referrals
- And more
Connect with Andrew Saksa:
Connect with WhiteGlove:
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- Twitter: Brad Swineheart
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- Twitter: White Glove
About Our Guest:
Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.
Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.