Tag Archives: Thoughtfulness

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#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Client Experience, Client Experience & Loyalty, COI's, communicating your value, Creating Advocates, Education, Finance, Generational Wealth, Leadership, Life Balance, Life Management, Marketing, Philanthropy, Practice Management, Prospecting, Referrals & Introductions, Social Media, Speaking, Target Marketing, Top Advisors, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences. 

In this episode of the Top Advisor Podcast, Bill Cates is joined by acclaimed author and consultant Richard Weylman to explore how advisors can build deeper client engagement, loyalty, and advocacy. 

Drawing on decades of research and field experience, Richard explains why empathy, thoughtful communication, and personalized experiences are now the keys to standing out – to attract and retain ideal clients.

Richard shares practical strategies and real-life examples, including how small, intentional actions can generate lasting relationships and even significant referrals.

Bill and Richard Discuss:

  • The four keys to remarkable client experiences
  • Why “great service” isn’t enough anymore
  • Why a structured, proactive communication plan sets top advisors apart and how often our clients really expect to hear from you
  • The power of asking better questions
  • Why clients who are merely “satisfied” are always at risk of leaving and how to become the kind of advisor they advocate for with their friends and colleagues
  • … And more!

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Connect With Richard Weylman:

Resources: 

Connect With Bill Cates:

About Richard Weylman:    

Richard was orphaned at age 6, lived in 19 foster homes and attended 11 different schools. Breaking out of those circumstances, he led an award-winning Rolls-Royce Motorcar operation then progressed to heading and then creating the initial sales and marketing organization for The Robb Report, an internationally recognized magazine for the affluent lifestyle.

For nearly three decades Richard has been honored to show business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today’s marketplace.

As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results.

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#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , , ,

Creating a memorable client experience is key to standing out in the competitive world of financial advising.

How can you automate thoughtfulness and build emotional connections to boost referrals?

In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability through personalized client experiences. 

By tuning in, you’ll discover the power of “automated thoughtfulness” and how it can lead to exponential growth in client engagement and referrals.

Bill and Jeff discuss: 

  • The core mission of Client Giant and how it aims to foster personal relationships over transactional ones
  • The principles of creating remarkable and memorable client experiences
  • Success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches
  • The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Jeff Jackel:

About Jeff Jackel:

Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business. 

Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology. 

With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.

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