Advisor Communication is Broken episode artwork

EPISODE · Feb 9, 2021 · 22 MIN

Advisor Communication is Broken

from Conquer Risk Podcast

It’s a hard truth to face, but the fact is the way advisors communicate to clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future success.”We are very intentional about how we communicate here at Potomac, and we believe how you communicate is an opportunity many advisors don’t fully realize. We break down:Voice vs. Industry TalkPlanned Content vs. On-DemandGated Content vs TransparencyWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Feb 9, 2021

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Advisor Communication is Broken

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