It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can! In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust. Rebecca discusses: How micro-interactions can make or break the trust of a client or prospect Incremental adjustments to improve your onboarding process The escalating need for robust cybersecurity measures Her views on regaining trust after a mistake And more Resources: Retirement Plan Marketing Membership OnceHub (formerly ScheduleOnce) Calendly Cybersecurity Program Best Practices by the U.S. Department of Labor (DOL) Connect with Rebecca Hourihan:  [email protected]  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing