This is part two of our thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing, which is in my opinion, one of Canada’s premier expert financial communications and marketing firms. I’m always excited to talk to Richard; he’s one of those folks who talks to everyone in the business. He always has a ton of takeaways and insight to share, every time.

In part two, we talk about how advisors can add gravity to their communications with clients at a time when little else matters more. Clients are getting their statements every month and each time they do, especially these days with the rough year it’s been, it’s potentially a trigger for all their fears and concerns about their investments, about you their advisor, and about whether it’s time for a change of direction or worse. This is the call to arms if there ever was one. It’s a time to be proactive, it’s a time to be sensitive, and Richard and I talk about how you can cement your brand as an advisor, in this critical moment.

Please enjoy our conversations and thank you again for listening.