Empathy in Financial Advising - with Advisor Kristen Speakman
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Season 3, episode 11
40 min /
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RA Marketing
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In this conversation, Kristen Speakman shares her journey from healthcare to financial advising, emphasizing the importance of empathy and personal connection in her work. She discusses her motivations for entering the industry, the significance of seminars in engaging clients, and the role of digital marketing in acquiring new clients. Kristen also highlights the importance of building trust and integrity in business, offering valuable advice for new advisors on mentorship and client interaction.
In this conversation, Kristen Speakman shares her journey from healthcare to financial advising, emphasizing the importance of empathy and personal connection in her work. She discusses her motivations for entering the industry, the significance of seminars in engaging clients, and the role of digital marketing in acquiring new clients. Kristen also highlights the importance of building trust and integrity in business, offering valuable advice for new advisors on mentorship and client interaction.
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About The Well
A podcast by
RA Marketing
Richy and Andrew of RA Marketing discuss digital marketing and seminar best practices for Financial Advisors.
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