Tag: Onboarding

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

It’s All In the Details: Can Micro-Interactions Make or Break Trust? (Ep. 36)

You never get the chance to redo a first introduction, so make sure you can control as much of it as you can!

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares her recent encounter with a local attorney, which highlighted the profound impact of seemingly minor details during a first meeting. The episode explores key lessons for advisors to build and maintain client trust.

Rebecca discusses:

  • How micro-interactions can make or break the trust of a client or prospect
  • Incremental adjustments to improve your onboarding process
  • The escalating need for robust cybersecurity measures
  • Her views on regaining trust after a mistake
  • And more

Resources:

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