Managing Relationships and Referrals
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Managing Relationships and Referrals
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Welcome to the podcast, where we dive into the fascinating journey of Tim Godfrey, a retired financial advisor who successfully transitioned into the world of entertainment. Tim shares his unique insights on how he built lasting connections with his clients, and colleagues and the influential role of voice over the phone in establishing trust and rapport.
In this episode, Tim opens up about the lessons he’s learned throughout his career, how he shifted to entertainment, the thing is, both industries are about understanding people. In finance, it was about understanding clients’ needs and helping them plan for their future. In entertainment, it’s about understanding the audience—what resonates with them, what emotions are involved. In both, you can build trust and relate to people on a personal level, the work will always be more impactful. In today’s world of digital communication, we sometimes lose sight of the importance of that personal touch. Join us for an inspiring conversation about connection, communication, and reinvention!
Also, stay tuned as Sandra Margolese reads Chapter 17, “MANAGING RELATIONSHIPS AND REFERRALS” from Best Practices: A Handbook for Advisors and Their Teams, Third Edition.
Tools from Chapter 17!