ABOUT THIS EPISODE
Too frequently, too many clients have to compare their e-mails to advisors against credit card companies offering limited-time rewards. Maybe it's all "financial services", but it's clearly not the same. After a long winter, Naissance emerged with benchmarks only for this industry. Listen to the how, why and what's next here.
English
United States
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OTHER EPISODES IN THIS PODCAST
Our industry creates hundreds of quarterly and yearly outlooks to influence financial advisors, institutional investors and others. Too frequently, they're written (or spoken) in a manner disabling anyone from internalizing that content. We'll discuss how rampant and why this occurs.
In this episode, Mike and Anu ruminate on the increased market research fielded during the pandemic and become sidetracked by Net Promoter Score (NPS®).
Are you curious about competitors' pitch books? Wonder how and what you can do to improve your books? This is the episode for you! Mike will walk you through our experiences and 3 recommendations (even though Anu asks for 1).
In an ode to top ten lists, Mike & Anu list their top lists. Mike discusses 5 brand elements while Anu reveals his top 3 thought leaders.
Disclaimer: The podcast and artwork embedded on this page are from Naissance, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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