Allworth Financial’s Advisor2Advisor Podcast

Advisor2Advisor Podcast - Episode 5: The Little Things That Matter

December 20, 2017

On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the little things that can make a big difference in your business. When it comes to obtaining and retaining clients, it’s the little things that can have the most substantial impact. Everything from having fresh baked cookies in the lobby, to ensuring that no client is ever sent to voicemail or even the location of your office, has the power to influence a clients decision to work with you and your firm. Listen in as Scott and Pat provide tips and tricks to improve your client’s experience.