Richard Heft: How to add gravity to your client communications episode artwork

EPISODE · Dec 16, 2022 · 36 MIN

Richard Heft: How to add gravity to your client communications

from Insight is Capital™ Podcast

This is part two of our thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing, which is in my opinion, one of Canada's premier expert financial communications and marketing firms. I'm always excited to talk to Richard; he's one of those folks who talks to everyone in the business. He always has a ton of takeaways and insight to share, every time.In part two, we talk about how advisors can add gravity to their communications with clients at a time when little else matters more. Clients are getting their statements every month and each time they do, especially these days with the rough year it's been, it's potentially a trigger for all their fears and concerns about their investments, about you their advisor, and about whether it's time for a change of direction or worse. This is the call to arms if there ever was one. It's a time to be proactive, it's a time to be sensitive, and Richard and I talk about how you can cement your brand as an advisor, in this critical moment.Please enjoy our conversations and thank you again for listening.

This is part two of our thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing, which is in my opinion, one of Canada's premier expert financial communications and marketing firms. I'm always excited to talk to Richard; he's one of those folks who talks to everyone in the business. He always has a ton of takeaways and insight to share, every time. In part two, we talk about how advisors can add gravity to their communications with clients at a time when little else matters more. Clients are getting their statements every month and each time they do, especially these days with the rough year it's been, it's potentially a trigger for all their fears and concerns about their investments, about you their advisor, and about whether it's time for a change of direction or worse. This is the call to arms if there ever was one. It's a time to be proactive, it's a time to be sensitive, and Richard and I talk about how you can cement your brand as an advisor, in this critical moment. Please enjoy our conversations and thank you again for listening.

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Richard Heft: How to add gravity to your client communications

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This episode was published on December 16, 2022.

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This is part two of our thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing, which is in my opinion, one of Canada's premier expert financial communications and marketing firms. I'm always excited to talk to...

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