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Podcast: Power Producers Podcast
Episode: Messaging is Crucial
Description: In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the significance of messaging, stewardship reports, and how to utilize the risk assessment report.Episode Highlights:
David shares that he always hears people complaining about losing their business and they feel that they’ve done everything right. (1:41)
David mentions that you must start with the onboarding before doing a stewardship report. (3:47)
David shares that if you structure your client to set their expectations appropriately on what they should expect from you, then you can update them in real-time...