The 8-Figure Agent
Welcome to The 8 Figure Agent Podcast!
Join Jared Larsen and co-host Matt Walker, CEO of Swivel, the world's most flexible financial services CRM.
Every other week, we’ll be talking with 8-figure agents, aspiring 8-figure agents, influential figures, thought leaders, and successful entrepreneurs in the financial industry who have already achieved financial success.
During each episode we will explore different topics like wealth-building, investment strategies, leadership, self-development, and so much more.
Our main mission with this podcast is to build a community, more than anything. A community where we can empower each other to achieve remarkable success in the financial sector. And, we don’t think you necessarily have to be a professional. We think there will be some great topics here for beginners too.
Join Matt and Jared every week as they delve deep into insights and strategies and inspiring stories that will motivate you to reach new heights in your own career and unlock your full potential.
The 8-Figure Agent
Building Trust and Deep Connections with Clients in the Financial Industry
In this episode of 'The 8 Figure Agent,' hosts Jared Larsen and Matt Walker dive into strategies for developing deeper connections with clients in the financial services industry. Matt shares insights from his experience, emphasizing the importance of understanding your business model, setting and meeting expectations, and leveraging technology to enhance client relationships. Highlighting unique approaches, including specialized client events and the impactful use of technology like CRM systems to keep clients informed and engaged, the episode explores how trust, proactive communication, and personal connection can lead to business growth and high client referral rates. The conversation also covers handling difficult conversations, proactively managing client relationships, and the pivotal role that technology plays in today's client-agent interaction.
00:00 Introduction
03:58 Matt's Approach: Building Confidence and Trust
06:27 Creative Client Engagement: Events and Personal Touches
11:08 Back to Basics: Building Trust and Relationships
26:52 The Power of Proactive Communication and Technology in Client Relationships
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Recorded & Produced by: SB Studios